Shelly Stone, JD

Shelly is a Partner & Practice Leader of the Albany, NY office. She serves as a Wealth Advisor and provides Family Office services to ultra-high net worth clients. Her experience includes investment management, generational wealth planning, estate and income tax planning, philanthropy, cash flow planning, and risk management. 

Prior to joining Cerity Partners, Shelly worked as a Senior Vice President of Financial Counseling at Graypoint, a comprehensive financial planning and wealth management firm based in the Capital Region of New York. Prior to Graypoint, she was a Managing Director and Family Office Senior Advisor at Ayco, a Goldman Sachs Company, where she provided tax, investment, estate, and financial planning advice to ultra-high net worth families.

Learn more about my practice.