A real relationship Helping you pursue your life's goals

Eileen Stoner, CRPC® CDFA®

Senior Vice President - Wealth Management
Chartered Retirement Planning Counselor (CRPC®)
Portfolio Manager
Certified Divorce Financial Analyst (CDFA®)

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UBS Financial Services Inc. - Lake Norman Office
16810 Kenton Drive
Suite 310
Huntersville, NC 28078

Our relationship forms the basis of all of our work together. I don't make decisions for you–I make them with you. I listen closely when you share your priorities and concerns. Our discussions help me provide guidance so that you can gain control, weigh your next steps and create the right course of action.

It all comes down to delivering advice that is relevant to your life and your financial success.

Eileen Stoner in the media

  • "Easy Wins: Quick Ways to Help a Client who is Outside the Financial Loop." Family Lawyer Magazine, June 2018
  • "Salvaging a Retirement Strategy Post Divorce." DivorceSource.com, June 2018

The Stoner Group podcast library

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Planning for the future

Planning for the future

Is your network secure?

Is your network secure?