Vicki Stone

Branch Associate
Carter Advisory Services, Inc.
vstone@carterwealth.com

Vicki is responsible for the CAS invoicing, accounts receivables, deposits, and credit card processing.  She is also responsible for the advisory software data downloads, reconciliation & cash balances.  Other CAS duties include contract processing, Client Vault maintenance, and CAS financial reporting.  Vicki provides support to her CAS team members with client financial plans, document management and day to day operations.

Vicki also has her own business, V Professional Services, providing personal financial services including bookkeeping, budgeting, and financial reporting for clients, small businesses and organizations, including the Financial Planning Associations in DFW and Houston.  She has worked in finance and business planning for more than twenty-five years.

Vicki graduated from Kansas State University with a B.S. dual degree in Business Management and Marketing. She grew up in Wichita, Kansas and moved to Texas twenty-two years ago where she currently resides in Frisco.

V Professional Services is not affiliated with Raymond James Financial Services, Inc.