Kelsey Stone, CFP®

Director

Kelsey-Stone-e1640017129773
Hometown

Milton, GA

Colleges

University of Georgia

Certifications

CFP®

Office Location

Alpharetta

Kelsey joined Homrich Berg in 2014 and is currently a Director. Kelsey enjoys working with clients on identifying and prioritizing their financial goals as well as providing advice on retirement, income and estate planning, risk management, and investments. In addition to her role as an advisor, Kelsey serves as Homrich Berg’s philanthropy chair. She leads a team that plans opportunities for employees to give back to the Atlanta community.

She attended the University of Georgia, graduating in 2010 with a B.A. in Communications. She completed the Executive Program for Financial Planning Certification at the University of Georgia’s Terry College of Business in 2018 and is a CERTIFIED FINANCIAL PLANNER™ professional.

Kelsey lives in Roswell with her husband, John, and their two young daughters. In her spare time, Kelsey enjoys participating in activities with her kids, volunteering at her church, and attending UGA football games.

Kelsey-Stone-e1640017129773

Kelsey joined Homrich Berg in 2014 and is currently a Director. Kelsey enjoys working with clients on identifying and prioritizing their financial goals as well as providing advice on retirement, income and estate planning, risk management, and investments. In addition to her role as an advisor, Kelsey serves as Homrich Berg’s philanthropy chair. She leads a team that plans opportunities for employees to give back to the Atlanta community.

She attended the University of Georgia, graduating in 2010 with a B.A. in Communications. She completed the Executive Program for Financial Planning Certification at the University of Georgia’s Terry College of Business in 2018 and is a CERTIFIED FINANCIAL PLANNER™ professional.

Kelsey lives in Roswell with her husband, John, and their two young daughters. In her spare time, Kelsey enjoys participating in activities with her kids, volunteering at her church, and attending UGA football games.

Hometown

Milton, GA

Colleges

University of Georgia

Certifications

CFP®

Office Location

Alpharetta