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Billy Stone

Advisor Image
Billy Stone
Financial Advisor
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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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Ready to level up your investing knowledge? Start with these 3 articles:​ ​ 1) How inflation impacts investments: https://bit.ly/4e0pR7i​ 2) Investing in volatile markets: https://bit.ly/4efTwZ0 3) Strategic asset allocation: https://bit.ly/4e4Wcdh
Wealth transfer
Wealth transferYou’ve worked hard to build a life you love—now it’s time to decide what your money is meant to do. How it’s set up today is already shaping what reaches the people and causes closest to your heart tomorrow. Take a closer look at your money, so it can support your life now and benefit those you care about.
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Grief changes everything, and the to-do list doesn’t stop. Empathy, a Thrivent member benefit, pairs you with a dedicated Care Manager to help navigate the practical and emotional realities of loss: ✅ Funeral planning ✅ Estate & account support ✅ Grief resources Members can also share this support with loved ones, extending care when it matters most. You don’t have to carry this alone. 💛 Learn more: thrivent.com/empathy
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