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The Stone Group
The Stone Group
Consulting Group
Julie Stone, CIMA®
Vice President - Wealth Management
Senior Investment Management Consultant
370 17 Street
Suite 2800
Denver, CO 80202
tel: 303-572-4000
toll free: 800-477-3041
fax: 303-825-4407
Email Me
Welcome Education Experience Associations Honors Services
Welcome

Whether you are a private individual or an institutional trustee, the complexity of today’s capital markets heighten the need for professional, experienced investment advice. The Certified Investment Management AnalystSM (CIMA) certification/designation is earned by only those Financial Advisors that have completed an extensive training course and a rigorous exam. CIMA® advisors can assist you in establishing suitable objectives, developing appropriate investment strategies and selecting appropriate investment options. To work with a professional who has earned the certification that represents the experience and knowledge you need in today’s environment, please contact me.
Education and Licensing
  • Certified Investment Management AnalystSM, CIMA®
    University of Pennsylvania
    Wharton School of Business
    Philadelphia, PA
  • BA - Social Sciences, 1967
    University of California
    Riverside, CA
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Life, Health & Variable Annuity Insurance Licensed
  • Long-Term Care Insurance Licensed
Business Experience
  • 1987 - Present: Morgan Stanley Smith Barney*
    Vice President - Wealth Management
    Senior Investment Management Consultant
    Denver, CO
  • 1957 - 1987: Commercial & Retail
    Real Estate Developer
    Apple Valley, CA / Victorville, CA / Denver, CO
Associations
  • The Alliance of Professional Women
    Denver, CO
Honors and Recognitions
  • Co-Author of Private Money Management
  • Featured in Women of the Street
  • Featured in 5280 - Denver's Magazine - Best Personal Wealth Managers in the Denver Area September 2009
Services
  • Alternative Investments
  • Asset Management
  • Endowments and Foundations
  • Estate Planning
  • Family Consulting
  • Fixed Income
  • Lending Services
  • Long Term Care Insurance
  • Municipal Bonds
  • Wealth Management
Bulletin Board
  • Access your accounts by clicking on Your Portfolio on the right-hand side of this page. While you are there, enroll in E-Delivery and help save some trees!
  • Now is the time to start planning ahead for the potential costs of long-term care. Contact us to discuss ways to protect you and your family from one of the biggest threats to your standard of living.
The Stone Group is licensed in the following state(s): AZ, CA, CO, FL, HI, ID, IL, MA, MN, MO, NC, ND, NM, NV, NY, OK, OR, PA, TX, WA, WI, WY
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst.
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