Our Company

Jay Carter serves as President and CEO of SA Stone Wealth Management and joined the firm in 1998 (under Sterne Agee). He began his career as a Registered Representative for a national financial planning firm in 1993. Prior to joining SA Stone, he served as Vice President of Business Development for a national brokerage firm that focused on investment programs in financial institutions. He also served four years in the U. S. Army as a Russian Linguist. Mr. Carter earned a BA with a double major in Managerial Finance and Banking and Finance from the University of Mississippi, graduating cum laude.

Marcus Richardson has more than 18 years of experience in the financial services industry. He currently serves as Chief Operating Officer of SA Stone Wealth Management and joined the firm (under Sterne Agee) in June 2006. Prior to joining SA Stone, Mr. Richardson held various positions such as financial analyst, trader, and securities principal. Mr. Richardson graduated from Samford University with a BS in Business Administration and a minor in Computer Science. He resides in Birmingham with his wife and two children.

Brian Parker serves as Chief Compliance Officer of SA Stone Wealth Management and joined in 2012 (under Sterne Agee). Prior to his current role, Brian served as Director of Supervision. He built his financial career working in brokerage support and compliance for a large regional firm prior to joining SA Stone. Brian holds a BS Degree in Finance from the University of Alabama.

John Calvano serves as Chief Compliance Officer of SA Stone Investment Advisors Inc., an SEC registered investment advisor affiliated with SA Stone Wealth Management. He joined SA Stone in 2006 (under Sterne Agee) and served as the Chief Operating Officer of Sterne Agee’s trust company. Mr. Calvano began his financial services career in 1984 working with Bear Sterns in New York. He later worked with a regional bank as brokerage operations manager and mutual fund products manager. In the 1990’s Mr. Calvano has worked as a marketing director and product manager for several mutual fund companies. In 1999 he began work with a regional bank leading their proprietary mutual fund complex and serving as president and CEO of the fund family. John lives in Birmingham with his wife of 29 years, four children and two grandchildren. He currently holds Series 7, 24, 63 licenses.

Mark Hugo serves as Director of Supervision for SA Stone Wealth Management and joined SA Stone as part of Sterne Agee’s acquisition of WRP Investments in 2014. Prior to SA Stone he was Director of Business Development for WRP Investments, Inc. Mark has been in the financial services industry since 1990 during which time he served as Executive Vice President, Chief Compliance Officer and FINOP. Mark’s extensive and diverse background in operations, compliance, business retention and recruiting, give him a unique ability to support and guide financial advisors in this ever-changing industry. Mark holds a Series 7, 24, 27, 53, 63, 65, and insurance licenses.

Terrell Graves currently serves as the Chief Investment Officer of the Wealth Services Group and joined SA Stone in 2018. He had previously served as Chief Investment Officer of Sterne Agee Asset Management. He has worked in corporate finance and investments for more than 30 years, with experience in corporate credit, fixed income trading, institutional commercial real estate, private equity and portfolio management. Terrell is a Chartered Financial Analyst (CFA) Charterholder and he earned his BA at Birmingham-Southern College with a major in Economics and his MBA at Vanderbilt University with a concentration in Finance.

Matthew Hill serves as SVP, Director of Fiduciary Services for SA Stone Wealth Management. He began his career as an employment attorney helping the disabled and those facing discrimination. Prior to joining SA Stone, he worked for a Third-Party Administrator dealing with Qualified Retirement Plans helping clients design beneficial and compliant solutions. He also served in the trust department of a large regional bank doing compliance on trusts, bond issuances, and retirement plans. Mr. Hill earned a BS from the University of Alabama in his first three years out of high school, and both a JD and MBA in the next three years from Cumberland School of Law and the Brock School of Business.

Maribeth Williams joined SA Stone in 2001 (under Sterne Agee) as an employee in the Operations department. Now, as SVP of Client Services for SA Stone, Maribeth is responsible for ensuring the effective delivery of all administrative and operational services within the department. She also manages the on-boarding and transition of qualified financial advisors to SA Stone. She attended the University of Alabama in Birmingham and received her B.S. Degree in Financial Management.

Stephanie serves as SVP of Administration for SA Stone Wealth Management and joined SA Stone as part of Sterne Agee’s acquisition of WRP Investments in 2014. Stephanie began working for WRP Investments in 1996 and was the firm’s Director of Operations. She was responsible for commissions, registrations, accounting and was Head of HR. Stephanie’s current role of SVP of Administration includes overseeing the firms Registration Department, New Advisor Onboarding and Transition team, and is the HR Liaison for SAFS. Stephanie has her FINRA Operations Professional exam, Series 99.

Matt Kelley serves as Head of Business Development for SA Wealth Management and joined SA Stone as part of Sterne Agee’s acquisition of WRP Investments in 2014. Matt leads the firms’ growth strategy and national recruiting team. He has served in similar roles within both large and mid-sized brokerage organizations, most recently with Cetera and Ameriprise. He resides in greater Cincinnati, OH, earned his BA in Business Administration from Thomas More and holds his Series 7, 24, 52 and 65 licenses.

Stephen O’Neill serves as SA Stone Wealth Management’s Director of Business Development. Steve joined SA Stone in 2009 and brings more than 25 years of successful marketing and recruiting expertise to the firm. Previously, he served as Senior Sales Manager for TD Ameritrade Institutional, responsible for sales strategy and recruiting efforts of “break away brokers”. Prior to TD Ameritrade, Mr. O’Neill served as Senior Vice President of Cambridge Investment Research, responsible for overall recruiting efforts of the firm. He is originally from New Orleans, Louisiana and graduated from Southeastern Louisiana University with a degree in business.

Terrell Graves currently serves as the Chief Investment Officer of the Wealth Services Group and joined SA Stone in 2018. He had previously served as Chief Investment Officer of Sterne Agee Asset Management. He has worked in corporate finance and investments for more than 30 years, with experience in corporate credit, fixed income trading, institutional commercial real estate, private equity and portfolio management. Terrell is a Chartered Financial Analyst (CFA) Charterholder and he earned his BA at Birmingham-Southern College with a major in Economics and his MBA at Vanderbilt University with a concentration in Finance.

David Lee has more than 40 years of experience in the financial services industry with a focus on market analysis, market outlook and equity recommendations. The last 12 years have been spent supporting SA Stone advisors with both market commentary and specific recommendations. His most recent focus has been to utilize outside research sources that encompass fundamental equity research, technical analysis and quantitative techniques, particularly focused on earnings estimate trends. He publishes these recommendations through his Advisor Express newsletter that goes out three times a week. To further support advisors needs to manage client equity assets he runs the Starting Point portfolio building tool which is comprised of three separate recommended lists based on market capitalization and broken down into the main sectors of the economy and markets. David is a Chartered Financial Analyst (CFA) Charterholder and past president of the Atlanta Society of Financial and Investment Professionals. He is a current Trustee of the Atlanta Society of Finance And Investment Professionals (ASFIP) and on the ASFIP Strategic Advisors Committee since its founding two years ago. He has taught financial principals using the Crown Ministries course curriculum at Mt. Paran Church of God. He is married and lives in Dunwoody, GA.

Maribeth Williams joined SA Stone in 2001 (under Sterne Agee) as an employee in the Operations department. Now, as SVP of Client Services for SA Stone, Maribeth is responsible for ensuring the effective delivery of all administrative and operational services within the department. She also manages the on-boarding and transition of qualified financial advisors to SA Stone. She attended the University of Alabama in Birmingham and received her B.S. Degree in Financial Management.

Matthew Hill serves as SVP, Director of Fiduciary Services for SA Stone Wealth Management. He began his career as an employment attorney helping the disabled and those facing discrimination. Prior to joining SA Stone, he worked for a Third-Party Administrator dealing with Qualified Retirement Plans helping clients design beneficial and compliant solutions. He also served in the trust department of a large regional bank doing compliance on trusts, bond issuances, and retirement plans. Mr. Hill earned a BS from the University of Alabama in his first three years out of high school, and both a JD and MBA in the next three years from Cumberland School of Law and the Brock School of Business.

Candice is Director of Research for SA Stone Wealth Management and a member of the firm’s Investment Committee. She coordinates due diligence for SA Stone Investment Advisors Inc.’s mutual funds, ETFs, discretionary models and third-party managers. Candice has over 10 years of experience in the investments area focused on investment research and due diligence. Candice holds the Certified Investment Management Analyst (CIMA) designation and earned her undergraduate and MBA degrees from the University of Alabama.

Jonathan joined SA Stone’s parent company (INTL FCStone) in June of 2012 in the operations division. Shortly thereafter he was provided the opportunity to manage a Service Team representing approximately 80 advisors as well as several independent RIA’s. Later Jonathan joined SA Stone’s Supervision Team reviewing transactions and monitoring the procedures for SA Stone’s advisory based business. Most recently, he was afforded the opportunity to become the Platform Manager for the Wealth Solutions Platform – powered by Envestnet. In this new role Jonathan draws from a broad range of industry experiences to assist our advisor base and develop ways the firm can better position itself to serve those advisors. Jonathan graduated from the University of Alabama with a degree in Business Administration and Management. He enjoys traveling and spending time doing anything outdoors with his wife, Caroline, and his two children.

Since recently joining SA Stone, David contributes to many facets of the Wealth Solutions Group. He helps perform due diligence on different mutual funds, ETF’s, and third-party money managers. In addition, he assists in running our proprietary models, Stone Select Portfolios. For the Stone Select Portfolios David helps with asset allocation, due diligence, and reporting. David is also responsible for billing every month. Please reach out to him if you have questions about investments, Stone Select Portfolios, billing, or Envestnet. He joined SA Stone Wealth Management in 2018 after working three years in banking. David earned his B.S. in Economics from Birmingham Southern College and his M.B.A. from University of Alabama Birmingham. While earning his M.B.A. he served as the Chief Investment Officer for the Green & Gold Fund.

Danae Boyd currently serves across business lines as the Director of Marketing at SA Stone Wealth Management Inc., as well as Director of Marketing for Correspondent Clearing at INTL FCStone Inc. Danae provides strategic direction in all client acquisition activities and communications for introducing broker-dealers, independent financial professionals and individual investors. She joined Sterne Agee in 2014, before the company was acquired by INTL FCStone in 2016. Prior to joining Sterne Agee, Danae worked in many areas of marketing, design and product development as a branding manager and product marketer. In 2005, she began her career as an industrial designer working at a multi-disciplinary design firm in Birmingham. Danae earned a BS in Industrial Design and Product Development from Auburn University, and an MBA from the University of Alabama at Birmingham.

Kelli started at SA Stone in Operations in 2008 and joined the Wealth Solutions Group in 2017. While working as part of a Regional Service Team and in Correspondence Billing, she gained valuable knowledge in many areas of our firm. This knowledge enables her to be a reference for advisor’s daily service needs with Envestnet that includes agreements, proposals, terminations, cash raises, and platform training. She also assists in ensuring monthly billing and FA payouts are correct while analyzing data to confirm that managed accounts are coded and billed correctly. Kelli graduated from Virginia College with a degree in Human Resource Management and enjoys spending time boating and traveling with her husband and two children.

Matt Kelley serves as Head of Business Development for SA Wealth Management and joined SA Stone as part of Sterne Agee’s acquisition of WRP Investments in 2014. Matt leads the firms’ growth strategy and national recruiting team. He has served in similar roles within both large and mid-sized brokerage organizations, most recently with Cetera and Ameriprise. He resides in greater Cincinnati, OH, earned his BA in Business Administration from Thomas More and holds his Series 7, 24, 52 and 65 licenses.