SA Stone Wealth Management Welcomes Legacy Investment Planning

BIRMINGHAM, Ala. — October 1, 2019
SA Stone Wealth Management Inc. (“SA Stone”), a leading independent broker-dealer, and SA Stone Investment Advisors Inc. an SEC-registered investment advisor, recruits Legacy Investment Planning, a Nashville-based team managing more than150 million in assets. 

Sten Morgan, recognized in 2017 as a ‘Top 40 under 40” advisor with Investment News, joins with partner, Dustin Perkins and their support team. “My team and I took our due diligence seriously and found a true partner in SA Stone,” Morgan said about the move. “We look forward to this partnership and are confident we chose the firm best designed to help serve our growing business.” 

Matthew Kelley, Head of Business Development at SA Stone Wealth Management, commented, “Sten and his team have built a forward-thinking practice with a refined approach to serving their clients’ needs. We are excited Legacy chose our firm, and we look forward to helping them achieve continued growth and success.” 

By affiliating with SA Stone, Legacy Investment Planning will gain access to comprehensive investment and wealth solutions inclusive of brokerage, advisory and trust services, as well as custody and clearing services and an extensive market intelligence platform provided through SA Stone’s parent company, INTL FCStone Inc. (NASDAQ: INTL), and its affiliates. 

About SA Stone Wealth Management 

A leading independent broker/dealer, SA Stone Wealth Management Inc. (“SA Stone”), member FINRA/SIPC, together with its affiliated SEC-registered investment advisor, SA Stone Investment Advisors Inc., provides an integrated platform of technology, comprehensive wealth management and investment services to registered representatives, investment advisor representatives and registered investment advisors nationwide. The firm supports independent financial professionals with best-in-class service and products. SA Stone is a wholly owned subsidiary of INTL FCStone Inc. (NASDAQ: INTL), which through its subsidiaries, is a leading provider of execution, risk management, market intelligence, and post-trade services across asset classes and markets around the world. More information about INTL FCStone Inc. is available at

About INTL FCStone Inc. 

INTL FCStone Inc., through its subsidiaries, is a leading provider of execution, risk management and advisory services, market intelligence, and clearing services across asset classes and markets around the world. 

A Fortune 500 company with a nearly 100-year track record, the company focuses on providing products and services within the commodities, securities, foreign exchange and global payments sectors. INTL customers include the producers, processors and end users of virtually every major traded commodity; commercial counter parties; and governmental, nongovernmental and charitable organizations. The company also serves institutional investors, brokers, professional traders, CTA/CPOs, proprietary trading groups, commercial banks and major investment banks. The company is listed on the Nasdaq under the ticker symbol “INTL.” 

Further information on INTL FCStone is available at


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Jay A. Morakis
M Group Strategic Communications (for INTL FCStone)
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