Estate Planning Administrator
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- Financial Planning Strategies
Avatus Stone is an Estate Planning Administrator at Cassaday and Company, Inc. and has been with the firm since June 2020.
Avatus serves as a liaison between our Estate Planning Strategist and clients by providing a summary of recommendations set forth, answering follow-up questions, and providing instructions to assist clients with implementing their plan.
Avatus has extensive experience in drafting legal documents, including Revocable Trusts, Wills, Powers of Attorney, and Medical Directives. He is able to answer questions related to the form and function of these documents. He is not registered with Royal Alliance Associates, Inc. or Cassaday & Company, Inc., and does not offer securities or investment advisory services
Avatus is a graduate of Catholic University of America and holds a Bachelor of Science in Business Administration with a concentration in Finance and Marketing