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John S
Series 65
Chapel Hill, NC
TrustStone Wealth Partners, LLC
John Stilley is a financial advisor at TrustStone Wealth Partners, LLC in Chapel Hill, NC, holding a Series 65 designation with six years of industry experience. He previously worked at Gordon Asset Management, LLC for ten years before joining TrustStone Wealth Partners in 2024. He is also the owner of Stilley Financial L.L.C., a holding company that owns TrustStone Wealth Partners. TrustStone Wealth Partners provides discretionary and non-discretionary portfolio management, retirement plan consulting, and financial planning services to individuals, retirement plans, corporations, trusts, and charitable organizations. The firm employs a range of investment strategies including fundamental, quantitative, and technical analysis, and typically favors ETFs in portfolio construction.
Joshua S
Series 65
Chapel Hill, NC
TrustStone Wealth Partners, LLC
Joshua Stilley is a financial advisor at TrustStone Wealth Partners, LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at Gordon Asset Management, LLC for six years. He is also the owner of JVS Financial L.L.C., a holding company that owns TrustStone Wealth Partners. TrustStone Wealth Partners provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, and business entities. The firm employs tailored investment strategies primarily using ETFs, third-party managers, and model portfolios, applying various analysis methods and trading strategies to meet client objectives.
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