Announcement from Morgan Stone

by Morgan Stone | Sep 23, 2020


We are pleased to announce Kacie Swartz and Brittany McGehee have joined Morgan Stone as shareholders at Stone Wealth Management.




Since joining the firm in 2010, Brittany has taken on more operational responsibility and is now our Chief Compliance Officer.





Kacie has been working directly with our clients since joining the firm in 2013, and is now our Senior Wealth Manager.



Both have been instrumental in the growth Stone Wealth Management has enjoyed over the past ten years.
Please join us in congratulating these ladies for their commitment to the firm.