Title: Investment Professional
Location: Westchester, Pennsylvania, United States
Kipp Franklin Stone, investment professional, has been recognized by Marquis Who’s Who Top Executives for dedication, achievements, and leadership in wealth management and marketable securities.
With financial wellness at the crux of her drive and motivation, Ms. Stone has been a powerhouse in the financial field since establishing her career in 1968. She is regarded for her multifaceted skill set and expertise in marketable securities, financial analysis and financial planning. Further, she is known for the personalized attention she pays to each of her clients to ensure that she is delivering on their needs and financial goals properly. In short, it has always been a steadfast goal of Ms. Stone to work hard and teach her clients skills that allow for longevity in their financial behaviors so that they can feel lasting security and happiness.
Ms. Stone established her career in finance after achieving a Bachelor of Business Administration from the University of Michigan in 1967 and completing the necessary programs to become a chartered financial analyst and certified financial planner. Her first role in finance came when she joined the team at Dean Witter Reynolds as an account executive, where she took on increasing responsibilities over her two-year tenure with the group. From there, she advanced into multiple noteworthy roles within her industry. She was a trust representative for the First Interstate Bank, trust administrator for Union Bank, trust portfolio manager for Fidelity Bank, and trust portfolio manager and vice president for PNC Bank. Ms. Stone also found success in private practice and in roles such as investment manager for Vanguard Valley Forge, corporate secretary and director of Flavor of Britain Co. and owner of Abbey Scopes. Today, Ms. Stone is retired, but she continues to be active as a treasurer of the West Goshen Democrats and deputy of veteran volunteer services for the Daughters of the American Revolution.
Regarded by industry peers as an investment professional who separates herself from others through her tenacious work ethic and many years’ experience, Ms. Stone spent much of her time outside of her full-time work participating in career-related initiatives. Notably, she sat on the board of directors and later served as secretary of the Delaware Valley of Certified Financial Planners. She has also been involved with the Association for Investment Management and Research, the Chartered Financial Analysts Institute, the Philadelphia Securities Association and Financial Analysts of Philadelphia. As she looks ahead to the future, Ms. Stone intends to continue enjoying her retirement through her efforts with West Goshen Democrats and the Daughters of the American Revolution. She also plans to spend her time enjoying her favorite hobbies, which include horseback riding, needlecrafts and swimming.
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