Conner Stone

Conner Stone
Wealth Advisor Truist Bank

9777 Wilshire Blvd

Suite 700,

Beverly Hills, CA 90212-1824

About me

Background

Conner is a Vice President and Wealth Advisor for Truist Wealth Sports and Entertainment Specialty Group based in Los Angeles, CA. Conner specializes in working with Athletes, Actors, Artists, Content Creators, Entertainers, Gamers, and YouTubers to help build and preserve wealth.*

Within the team, Conner’s primary focus is to uncover what our clients truly want out of life and how we can play an integral role in pursuing their goals. Wealth management is more than just investment advice: It can encompass all parts of a person's financial life.

The team brings together specialists in investments, financial planning, credit, insurance and estate strategies to deliver comprehensive and highly customized business and personal financial solutions to successful individuals and families. They challenge themselves to go beyond the surface and explore the complex topics and details that matter to clients, their families and their businesses. Conner seeks to build long lasting relationships with clients that evolve as they progress in life.

Conner is insurance licensed in the state of California, License #4119523

Registered Representative, Truist Investment Services, Inc. Investment Adviser Representative, Truist Advisory Services, Inc.

*Keep in mind that investing involves risk. The value of any investment will fluctuate over time, and you may gain or lose money. 
Check the background of this investment professional on FINRA's BrokerCheck

Personal Interests

Conner is a supporter of several running-focused charities that fight for human rights causes—and running marathons is one of his biggest passions in life.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for individuals and firms in the sports industry

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for individuals and firms in the entertainment industry

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