Associate Wealth Advisor
Jake Stone is a Junior Wealth Advisor at GAAM Wealth Advisors, a professional wealth management firm in Tennessee, serving clients through comprehensive financial planning, personal asset management and risk transfer strategies. Jake joined GAAM Wealth Advisors in May of 2017. Over the next three years, Jake will be in the Junior Advisor program here at GAAM. He will be working on his licensing as well as helping out the staff in any way possible. Jake is very excited to have this opportunity and to be able to learn and grow every day.
Jake was born and raised in Holly Springs, North Carolina and came to the area in 2012 on a scholarship to play golf at King University in Bristol, Tennessee. In 2016, Jake graduated with a bachelor’s degree in Economics and Political Science and the degree was awarded Cum Laude. In the spring of 2017, Jake graduated from King University with a Masters of Business Administration degree with a specialization in Project Management. In his academic and athletic career at King University, Jake was a member of the college’s honor council, the NCAA Student-Athlete Advisory Committee, and was a four time academic all-conference member.
Jake loves to spend time with friends and family, watch the Carolina Panthers play on Sundays, and playing golf when he can.
Favorite Food: Any item on the menu from Jimmy V’s restaurant in Raleigh, North Carolina.
Best piece of financial advice I received: “An investment in knowledge pays the best interest.” -Benjamin Franklin
Favorite Quote: “Golf is the closest game to the game we call life. You get bad breaks from good shots; you get good breaks from bad shots…but no matter what, you have to play the ball where it lies.” -Bobby Jones
If I could meet anyone, past or present, it would be: John Daly
Favorite movie: Glory Road
What motivates me: Giving everything I have to make people’s lives better.
Favorite holiday: Thanksgiving
Something on my bucket list: Sail around the Caribbean.
Place I’d most like to visit: AustraliaAdvisor