Experience Makes all the difference

We believe that quality personal service matters. That's why we focus on you as an individual and take a team approach to addressing your needs. Each member of the group is invested in your success, and our well-defined service matrix of personal meetings, account reviews, seminars, luncheons and client communications ensures that we are always actively engaged with you. As a family team, we value our relationship with you and your family, and are always ready to listen to your needs and to take care of your concerns.  The Stoner Group partners with families in Lake Norman, Charlotte and surrounding areas.

Charles C. Stoner

Senior Vice President - Wealth Management
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855-541-0917
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Chuck began his career as an Investment Advisor in 1990 and joined UBS in 2011. Bringing 20 years of experience in helping clients prepare for retirement, He creates financial plans that help clients live the lives they envision for themselves and their families. In addition, Chuck guides his clients in areas of family legacy planning. His clients include pre-retirees and retirees. Read full biography


Registered States:
AL, CO, FL, GA, KY, MA, MO, NC, NY, OH, PA, SC, TN, TX, VA, WI, WV


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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855-541-0917

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Eileen has been serving client families for over 20 years. During challenging financial environments, Eileen knows that it is especially important to stay focused on retirement goals. As a Chartered Retirement Planning Counselor (CRPC®), Eileen focuses on helping clients build secure retirement strategies. Her experience and knowledge enable her to offer customized wealth management advice and personalized retirement income strategies for success.

Eileen is also a Certified Divorce Financial Analyst® professional. A CDFA® professional has specialized skills and experience that enables him or her to analyze the long-term financial impact of divorce. Eileen can help you think through the real cost of divorce and develop a realistic picture of your financial situation as you transition to a new lifestyle.

Read full biography

Chartered Retirement Planning Counselor: A professional designation awarded by the College for Financial Planning to individuals who complete a study program and pass a final examination.


Registered States:
AL, CO, FL, GA, KY, MA, MO, NC, NY, OH, PA, SC, TN, TX, VA, WI, WV


Charles M. Stoner, Jr.

Account Vice President
Financial Advisor
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855-541-0917
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Chuck Jr. adds to the team’s capabilities through his work in researching investment opportunities and assisting clients with online services. He joined the family team in 2003 and holds Series 7, 31, 63 and 65 securities and insurance licenses. Chuck Jr. shares his father’s passion for fishing. He enjoys traveling, especially throughout Central America where fishing conditions are ideal. He looks forward to passing this love of fishing onto the next generation of Stoners— beginning with his young son.


Registered States:
AL, CO, FL, GA, KY, MA, MO, NC, NY, OH, PA, SC, TN, TX, VA, WI, WV


Amy Lowe, CDFA®

Financial Advisor
Certified Divorce Financial Analyst (CDFA®)
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855-541-0917

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Although not new to financial services, Amy joined The Stoner Group in early 2011. She has served in diverse roles on the team, from insurance liaison, to managing day to day client operations, to her current role as Financial Advisor alongside Chuck, Eileen and Chuck Jr.

Amy knows that one of the greatest financial challenges a person can face is planning for retirement. She is here to help you plan, develop and implement the strategy leading to the retirement lifestyle you desire. Over the course of a life, many financial decisions have to be made. Decisions on saving, investing, spending and how much to set aside for your legacy, are just a few of the issues that need explored.

Sometimes a "couple" becomes a "single". As a Certified Divorce Financial Analyst, Amy can shine some light on the many questions that will arise. She holds her Series 7 & 66 securities licenses, Life, Health and Variable Life Insurance authorities, as well as Long Term Care and Medicare licenses and CDFA®. She earned a Bachelor of Science in Human Ecology with a focus on business from the University of Tennessee, Knoxville.

In her spare time, she enjoys running, watching her kids play sports and spending time at the family owned BBQ restaurant. Amy and her husband are active members at their church and support the local community through different volunteer activities.

 


Registered States:
AL, CO, FL, GA, KY, MA, MO, NC, NY, OH, PA, SC, TN, TX, VA, WI, WV


Julie A. Stewartson

Senior Registered Client Service Associate
855-541-0917
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Julie brings 12 years of diverse experience in the financial services industry to the team. She oversees the support staff as they serve client families. She maintains parallel licensing with Chuck and Eileen. Julie earned a B.S. in political science from Northern Arizona University in Flagstaff, AZ, and continued her education at Franklin Pierce Law Center in Concord, NH. At the end of the day, Julie heads home to her garden or to choir practice. Her favorite activity is spending time with her beautiful grandbabies. She and her husband have called Lake Norman home since 2002.


Registered States:
AL, FL, GA, KY, MO, NC, NY, OH, PA, SC, TN, TX, VA, WI, WV


Teresa Mckee Chapman

Senior Registered Client Service Associate
855-541-0917
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Teresa is a valuable asset to the team. Her career in the financial service industry spans 36 years. Teresa's extensive experience in management, operations and client service will serve our clients well. She holds Series 7, 31, 63, 66, 9 and 10 licenses. Teresa joined The Stoner Group in 2016 and delivers a high level of expertise to every aspect of her job. She especially enjoys building relationships with wonderful client families she serves at The Stoner Group. Teresa lives in historic downtown Concord, NC with her husband Bert. She enjoys gardening, walking her dog, Gracie as well as curling up with her cat, Abby. Teresa has a grown daughter and two grandsons. The lights of her life!


Registered States:
FL, GA, NC, NY, SC, VA


Cindy Dodge

Client Service Associate
704-765-3254
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Our team is excited to introduce our newest member, Cindy Dodge.  Cindy brings years of experience to our team and she loves interacting with people and providing excellent customer service.  Cindy's broad background began with the Office of Attorney General for the State of PA.  She has also managed a family business from her home and has assisted in the Davenport School District in Iowa.  Like many of us who now call North Carolina home, Cindy moved to NC with her husband and youngest son to be closer to family and a warmer climate.  In Huntersville, Cindy provided diverse internal and external administrative support for a local employer prior to joining our team. 

Cindy will be assisting The Stoner Group at UBS with scheduling, administrative support and event planning for clients to include educational seminars and speaking engagements.  When enjoying time away from the office, Cindy and her husband often ride to the mountains for a breath of fresh air on their Honda VTX 1300.  Cindy also enjoys volunteering with the Children's Ministry at her church.