Sam Stone

AAMS™, AWMA™

Wealth Advisor Associate

Hallandale Beach

"It is rare to find a profession in which you encounter unique challenges every day, love what you do, and are able to provide real value to the people you serve. Although scarce, I have found that here at Mission Wealth."

As a Wealth Advisor Associate at Mission Wealth, Sam Stone supports his team in delivering comprehensive financial planning services to clients. He is responsible for analyzing client data, preparing personalized financial plans, and assisting with ongoing wealth management reviews and year-end reporting. Through his attention to detail and strong analytical skills, Sam helps ensure that each client’s financial strategy is thoughtfully prepared and aligned with their long-term goals.

Learn About Sam Stone

Professional Background

Sam graduated a semester early studying Finance at the University of Miami (learning under the teaching/mentorship of numerous top members of Wealth Management firms, PE firms, and Hedge Funds). While in school Sam interned at a Financial Planning firm for over a year, supporting a number of experienced advisors. Sam has also obtained his Florida 2-15 Life, Health, and Annuities License, as well as his SIE, Series 65, AWMA®, and AAMS® designations.

Personal Pursuits

Sam loves to play golf on the weekends and spending quality time with friends and loved ones. Sam was born in Boston and raised in Quincy Massachusetts.

Community Impact

Sam helps out his former team as a Volunteer Assistant Hockey Coach at the University of Miami.

In the News

SpaceX (SPCX) Guide: What Equity Holders and Investors Should Do Next

The SpaceX IPO has arrived. Learn tax strategies, equity planning, diversification tips, and wealth management considerations for employees, early investors, and prospective shareholders.

Photos that celebrate Seth Streeter's Retirement Announcement from Mission Wealth

Mission Wealth Announces the Retirement of Co-Founder Seth Streeter After 26 Years of Leadership and Impact

After more than 26 years of visionary leadership, Mission Wealth celebrates the retirement of Co-Founder and Chief Impact Officer Seth Streeter. From helping build one of the nation’s leading independent wealth management firms to championing life-centered planning, community impact, and meaningful relationships, Seth leaves behind a legacy that will continue to inspire our team, clients, and communities for generations to come.

Mission Wealth Named 2026 Company of the Year by the South Coast Business & Technology Awards

Mission Wealth is honored to receive the 2026 Company of the Year award from the South Coast Business & Technology Awards in Santa Barbara, recognizing our commitment to clients, community, and purpose-driven growth.

About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.