Phone: 770-830-0063

Your Financial Family

Our Team

Meet Our Team of Financial Professionals

Financial goals come in all shapes and sizes, just like people.

At Milestone Investment Management we put family first. And we’d like to invite you to become a part of ours!

Allow our professional staff to tailor-make a plan for saving, investing, and spending your money. Benefit from the experience we have in retirement distribution strategies, and know that it’s our pleasure to help you work towards a bright financial future, one milestone at a time.

Take a minute and meet our team of financial professionals, or call 770-830-0063 to schedule a time to drop by our Newnan Street office today. 

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Michael L. Stone | CEO & Founder

Michael Stone’s vision for West Georgia and the community of Carrollton is to offer a welcoming, experienced team of financial professionals that implement personalized investment management and financial services to help individuals and businesses pursue their financial milestones. Michael’s caring attitude and experience will make you feel right at home in our Financial Family.

As a Financial Advisor, Michael takes the time to examine each investor’s individual needs and helps address their investment goals. With a passion for teaching, Michael also offers seminars, classes and workshops for serious investors of all types.

Before founding Milestone Investment Management, LLC, Michael worked in commercial banking in Louisiana, Alabama and Georgia for 24 years, and began his Financial Planning career in 1997 as an Investment Representative with St. Louis based Edward Jones and his Professional Plan Consultant by Financial Service Standards in March of 2013 . He received a Bachelor of Science from Louisiana State University, and later went on to graduate from LSU’s Graduate School of Banking. Michael has since received his Accredited Asset Management Specialist (AAMS) designation from the College of Financial Planning. He holds Series 7 and 63 through LPL Financial for the states AL, FL, GA, LA, NC, and VA and holds the Series 66 through LPL Financial, and IFG Advisory, LLC; additionally, Michael holds Licenses for Life and Health Insurance, and Variable Life and Variable Annuities.

Michael is active in the West Georgia Community through the Carrollton Dawn Breakers Rotary Club, the Fairfield Kiwanis Club, and the Carroll County Chamber of Commerce. Michael currently serves on the Board of Directors of the Carroll Symphony Orchestra, and has served on as Chairman of the Finance and Stewardship Committee and is a former trustee of Carrollton First Baptist Church. In 2015, Michael and Andrea Stone endowed the Visiting Artist Series at the University of West Georgia School of The Arts. Milestone Investment Management is currently a Silver sponsor of Forward Carroll.

Michael is married to Andrea Hutchins Stone and they have 5 children.

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Jennifer D. Sauls | Operations Manager

Jennifer arrived as Director of Operations for Milestone Investment Management before the furniture did; her dedication to Milestone’s Financial Family is steadfast. Her wonderful smile and welcoming voice are the first things to greet you at our Newnan Street office, and she handles all matters with integrity and care. Jennifer has been in the financial services industry for over 15 years and has extensive experience in operations, administration, and client services. Jennifer delivers high-touch, personalized service to everyone. Don’t hesitate to call on Jennifer to assist you at any time.

As a native of Greenwood, MS, Jennifer appreciates the growth and opportunities for young families in the West Georgia area. She and her family are active in their local church and in their community supporting local projects.

Jennifer is married to Shane Sauls and they are the proud parents of twin girls, Zoe and Belle; and son, Trott.

Andrea Hutchins Stone | Director of Marketing

Andrea Stone is the driving force behind the ideas and events that have become tradition for Milestone and the community of West Georgia. She serves our Financial Family with seemingly endless energy and enthusiasm, always looking for the next opportunity to encourage and educate.

Andrea graduated from the University of West Georgia with a Bachelor’s degree in Fine Arts, and also received her Master’s degree in Art Education from North Georgia College. She was an art educator for over 21 years, and she brings her design and creative writing skills to Milestone Investment Management as the Director of Marketing. Andrea is intuitively aware of the needs of Milestone’s Financial Family, and plans events and educational seminars that are tailored to our clients and community.

Andrea is married to Michael L. Stone and they have 5 children.

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 Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through IFG Advisory, LLC, a registered investment advisor. IFG Advisory, LLC and Milestone Investment Management, LLC are separate entities from LPL Financial.e entities from LPL Financial.

The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AL, FL, GA, LA, NC, SC, VA

 

 

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