The Resource Group (TRG) is a Nationwide Network of Top Planners within Lincoln Financial Advisors Working Together to Drive Practice Development and Provide Industry-Leading Service to Clients
ROSEVILLE, Calif., May 5, 2015 — David Stone, CFP®, ChFC®, CLU®, CRPC®, president of Stone Consulting Group in Roseville, Calif. and registered representative of Lincoln Financial Advisors Corp. (LFA), was named chairman of The Resource Group’s 2015 Board of Directors during the group’s annual meeting in Las Vegas, Nev. April 28 – May 1.
The Resource Group (TRG) is an invitation-only, nationwide network of the top 200 planners within LFA. The goal of TRG is to collaborate, share intellectual capital – including financial planning expertise, resources, networking opportunities, and practice management strategies – and partner with home office executives and committee concierge support to help drive practice development among advisors and provide industry-leading service to clients.
TRG’s Board of Directors is composed of chairpersons leading different committees and subcommittees made up of TRG members and home office partners. These committees deliver ideas and actions critical to the success of LFA advisors and their business. As Chairman of the Board, Stone will partner with the CEO and other TRG board members to provide overall leadership, governance, and oversight for the group and its various committees. Stone, a member of TRG since 2002, served as the TRG Annual Meeting Committee chair from 2010 – 2012 and served on TRG’s Board of Directors from 2012-2014 prior to becoming chairman.
A 23-year financial services industry veteran, Stone founded Stone Consulting Group in 2005 and has been serving clients since 1992. Through his firm, Stone and his associates, design and build comprehensive financial plans primarily for affluent senior retirees and small business owners. Stone is a member of the Financial Planning Association (FPA®) and past officer of the Board of Directors for the FPA® of Northern California. He is a five-time recipient of LFA’s Pacific Regional Planning Group Financial Planner of the Year Award, and past recipient of the Stuart Smith Award in 2005. He has been listed as a Five-Star Wealth Manager as published in Sacramento Magazine from 2011 – 2015.
Stone earned a bachelor of science degree in business management from the Marriott School of Management at Brigham Young University in Provo, Utah, and a master of business administration degree from the College of Business Administration at California State University in Sacramento, Calif. He holds the professional designations of Certified Financial Planner™ (CFP®) practitioner, Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Chartered Retirement Planning Counselor (CRPC®), as well as FINRA series 6, 7, 24, 63 registrations.
Stone’s office at Stone Consulting Group is located at 1013 Galleria Boulevard, Suite 270, Roseville, Calif. (www.stoneconsultinggroup.net).
About Lincoln Financial Network
Lincoln Financial Network is the marketing name for the retail sales and financial planning affiliates of Lincoln Financial Group and includes Lincoln Financial Advisors Corp. and Lincoln Financial Securities Corporation, both members of FINRA and SIPC. Consisting of approximately 8,400 representatives, agents, and full-service financial planners throughout the United States, Lincoln Financial Network professionals can offer financial planning and advisory services, retirement services, life products, annuities, investments, and trust services to affluent individuals, business owners, and families.
About Lincoln Financial Group
Lincoln Financial Group provides advice and solutions that help empower Americans to take charge of their financial lives with confidence and optimism. Today, more than 17 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, as well as to guard against long-term care expenses. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. The company had $222 billion in assets under management as of March 31, 2015. Learn more at: www.LincolnFinancial.com. Find us on Facebook, Twitter (@lincolnfingroup), LinkedIn and YouTube. To sign up for email alerts, please visit our Newsroom at http://newsroom.lfg.com.