Chief Planning OfficerJamie Stone, CFP®, ChFC®
Jamie joined Means Wealth in February 2022.
Jamie began his career in the financial industry in 2001. His past professional experiences include: wealth advisor at Mercer Advisors, where he provided holistic financial planning for clients focused on effective retirement, tax, estate and business succession planning; manager of investment advisor services at the National Rural Electric Cooperative Association, where he provided retirement planning services for participants and conducted educational seminars on retirement and investments; private client consultant at JP Morgan Bank; and investment advisor at Northwest Retirement Security Group, where he created retirement and insurance plans for small businesses and individual high-net-worth clients.
Jamie graduated from the University of Washington in 2001 and earned his Certified Financial Planner® and Chartered Financial Consultant® designations in 2006.
Jamie and his wife, Sarabeth, reside in Easley, SC. They have three boys, Asher, Elias and Samuel. He enjoys cooking, getting outdoors with his boys, and disc golf.