John T. Stone, RFC, AIF®

Position
Vice President of Portfolio Management, Financial Advisor, and Financial Planner
Phone
(301) 812-1550
Get in Touch

John is the Vice President of Portfolio Management, a Financial Advisor, a Financial Planner, and has been with Calvert Wealth Management since 2008.  As a graduate of Salisbury University with a Bachelor of Science in Finance from the Perdue School of Business, and registered as a Financial Consultant with the International Association of Registered Financial Consultants, John has the education and experience to guide clients through their financial goals.

John has been a resident of Calvert County his whole life, enjoying rural living, seafood, beautiful scenery and historic sites.  In the community, John is passionate about giving back by serving on the Board of Directors for Calvert County Meals on Wheels and volunteering for the Children’s Ministry of his church.  When not thinking about the stock market, John enjoys spending time with his wife, Lauren, and their daughter, Evelyn. They can be found relaxing on the river during the summer months, or hitting the slopes at one of the nearby ski resorts during the winter months.

Check the background of this investment professional on FINRA’s BrokerCheck.