Vicki Stone

Branch Associate, RJFS, Carter Advisory Services

Professional

Vicki is responsible for bookkeeping and invoicing, plus other administrative duties for Carter Advisory Services. Other CAS duties include contract processing, CWV client account updates in addition to client vault maintenance, and CAS financial reporting. Vicki supports her CAS/CFM team members with document management and day-to-day operations.

Education

Vicki graduated from Kansas State University with a dual Bachelor of Science degree in Business Management and Marketing.

Personal

She grew up in Wichita, Kansas, but has called Texas home for over 30 years. She currently resides in Frisco.