Stone Nelson is the Director of Business Development at Quantum, where he plays a crucial role in guiding advisors as they evolve from their initial stages to becoming successful CEOs. His responsibilities include case design, offering strategic support, and adding value through marketing and process improvement to help advisors grow their businesses.
With nearly six years in the financial services industry, Stone began his career right after high school. His experience includes a significant role at Charles Schwab, where he worked for about three years. Stone’s passion for finance and his commitment to helping others is evident in his day-to-day work, and he’s known for his dedication to continuous learning—often studying finance late into the night!
A fifth-generation Arizonan born and raised in the East Valley, Stone and his wife have strong ties to the local community. While pursuing a degree in Economics and Business Law at Arizona State University, he continues to enjoy outdoor activities such as snowboarding and wakeboarding, as well as traveling and working on his golf game. Committed to community service and volunteering, he approaches financial issues with a humanitarian spirit. Excited about his ongoing career in financial services, Stone remains passionate about helping people achieve their financial goals.
CONTACT ME TO LEARN MORE:
800.440.1088
Stone Nelson
Director of Business Development
Stone Nelson is the Director of Business Development at Quantum, where he plays a crucial role in guiding advisors as they evolve from their initial stages to becoming successful CEOs. His responsibilities include case design, offering strategic support, and adding value through marketing and process improvement to help advisors grow their businesses.
With nearly six years in the financial services industry, Stone began his career right after high school. His experience includes a significant role at Charles Schwab, where he worked for about three years. Stone’s passion for finance and his commitment to helping others is evident in his day-to-day work, and he’s known for his dedication to continuous learning—often studying finance late into the night!
A fifth-generation Arizonan born and raised in the East Valley, Stone and his wife have strong ties to the local community. While pursuing a degree in Economics and Business Law at Arizona State University, he continues to enjoy outdoor activities such as snowboarding and wakeboarding, as well as traveling and working on his golf game. Committed to community service and volunteering, he approaches financial issues with a humanitarian spirit. Excited about his ongoing career in financial services, Stone remains passionate about helping people achieve their financial goals.
CONTACT ME TO LEARN MORE:
800.440.1088
