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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.