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Billy Stone

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Billy Stone
Financial Advisor
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Part of the Capital Advisory Group practice
3980 Premier Drive Suite 110
High Point, NC 27265
Tax Efficient Planning
Young Families
Healthcare Professionals
Retirement Planning
Business Owners
Getting to Know Billy Stone

Finding solutions to complex situations is my gifting, and something I excelled at throughout 25 years in the engineering field. Financial wellness and giving is my heartbeat. And Thrivent enables me to combine all three. 


At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.


Being able to blend my passion for assisting people with their financial goals while helping provide them a greater sense of security and stability through all phases of their lives is a privilege. I'm proud to be a Thrivent financial professional and our ability to provide personalized financial guidance to people at all stages of life.


Feel free to reach out and connect here, or call or text me at 336.601.7537. If you'd like to learn more about Thrivent and our mission, visit our website at www.thrivent.com. 


My qualifications
  • Bachelors of Mechanical Engineering, Clemson University
  • Series 7 - General Securities Representative
  • Securities Industry Essentials
My state licenses
  • Florida
  • Indiana
  • North Carolina
  • Oklahoma
  • South Carolina
  • Texas
  • Virginia

Insights

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Can you claim early Social Security benefits? Reach out to learn more about taking Social Security benefits at age 62. Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. See thrivent.com/social for important disclosures.
Investing & taxes: Understanding tax on dividends, interest & capital gains
Investing & taxes: Understanding tax on dividends, interest & capital gainsUnderstanding how dividends, interest and capital gains are taxed can help you make smarter investment decisions. Get the basics here. ⬇️
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Basics of a financial plan: What it is & getting started
Basics of a financial plan: What it is & getting startedLet's pursue your financial goals, together. I can help you get started by providing insight on three important steps to establishing a financial plan: 1. Identify where you are. 2. Define financial success so you can outline your goals. 3. Uncover some events that might move you further away from your goals. Learn more about what makes up a solid financial plan and the process for creating your own. ⬇️
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Office location
High Point Location
3980 Premier Drive Suite 110
High Point, NC 27265
Phone336-601-7537Hours
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations