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David M
Series 63, Series 65
Suwanee, GA
Stonex Advisors Inc.
David Morris is a financial advisor at StoneX Advisors Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with StoneX Advisors since 2016 and StoneX Securities since 2013. Outside of his advisory work, he serves as director of GrandView Risk Management, an insurance firm, and of GrandView Strategic Partners, where he sells investment products and services. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA consulting, and related services. The firm uses a combination of independent advisors, proprietary models, and third-party managers to implement investment strategies across multiple account structures.
Michael M
Series 63, Series 65
Suwanee, GA
Stonex Advisors Inc.
Michael Mcfarland is a financial advisor with Stonex Advisors Inc. in Suwanee, GA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His work history includes roles at StoneX Securities Inc., Ameriprise Advisor Services, Inc., and Raymond James & Associates. He is also involved in several business ventures, including co-ownership of Grandview Strategic Partners and Grandview Planning Group, which focus on financial advisory and tax preparation services. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA plan consulting, and related services. The firm uses various platforms and investment solutions, including proprietary models and third-party money managers, to implement strategies tailored to client needs.
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