Portrait of Sam Stone

Sam Stone AAMS™, AWMA™

Wealth Advisor Associate

Based in Hallandale Beach, Sam analyzes client information, prepares financial plans, and supports reviews and reporting for advisory teams.

Ways to Connect

  • In-person visits
  • Video Meetings
  • Phone Meetings
Request an introduction

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.

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.

—Sam Stone, Wealth Advisor Associate

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.

Connect with us

Here’s how the first steps work:

  1. 1 Request an introductory conversation
  2. 2 We learn about your goals and priorities
  3. 3 We determine if Mission Wealth is the right fit to help you move forward
Request an Introduction

Our team.
Meet the experts in your corner.

Meet the full team

Aaron Quintero

Client Service Representative

Abby Chajon

Operations Director

Adam Broughton

CFP®, CPWA®

Partner and Senior Wealth Advisor

Adam Silva

CFP®

Wealth Advisor

Adella Frender

Wealth Advisor Associate Intern

Aimee Gibbings

Operations Manager

Alejandro Segovia

Investments and Billing Specialist, Mergers

Alex Teklu

Technology Specialist

Alexandra Freres

Director of Finance

Alexia Soto

Senior Investment Operations Associate

Alexis Melgoza

Operations Specialist

Alison Miller

CFP®

Senior Wealth Advisor

Allison Modrak

CFP®

Wealth Advisor

Amanda Avila

AWMA™, AAMS™

Wealth Advisor Associate

Analisa Martin

Wealth Advisor Associate

Andrew Conway

CFP®

Senior Wealth Advisor

Request an introduction.

Request an introduction.

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Request an Introduction
to Sam Stone

Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Sam and Mission Wealth may be the right fit to support your life and financial goals.