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Lisa Stone

AllianceBernstein
Financial Advisor, Pincipal

(713) 204-7369

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Lisa Stone is a Principal and Financial Advisor in the Senior Investment Advisor Group in Bernstein's New York office. She works with high-net-worth individuals and families, trusts, estates, foundations, and pensions, thoughtfully guiding each client in developing a long-term investment plan in light of their objectives. Lisa is also an expert in advising on the issues associated with concentrated stock positions and strategies to maximize after-tax returns.

About Us: AB is a leading global investment-management and research firm with more than $500 billion in assets under management and a presence in 25 countries, with more than 3,700 employees worldwide. They serve clients ranging from institutions to individuals and private clients, and they offer independent research, portfolio strategy and brokerage-related services tailored to clients’ unique needs. With forward-looking perspective and expertise in equities, fixed-income, alternatives and multi-asset strategies, more than 500 investment professionals collaborate to share ideas and make connections across disciplines, geographies, asset classes and sectors.

Archived Webinars Offered

LIGHT AT THE END OF THE TUNNEL: 2021 ECONOMY AND MARKETS

Date RecordedMarch 8, 2021  CostFREE  Course Length1.0 hour  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

THE SECURE ACT: ESTATE PLANNING FOR INFLATION, TAXES & INVESTMENT STRATEGIES

Date RecordedJune 19, 2020  CostFREE  Course Length1.0 hour  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other