Zack J. Stone

Our Team

At Diamond State Financial Group our clients come first. It is because of you, each of our associates have been carefully selected based on their knowledge, experience and desire to deliver an exceptional client experience. Our team adheres to a vigorous continuing education program including industry due diligence meetings in order to provide clients with current and relevant financial perspectives.

Financial Advisor

Zack Stone is a Financial Advisor at Diamond State Financial Group. He works with business owners, medical professionals and (pre)retirees. Zack enthusiastically enjoys helping to create custom and tailored planning strategies to overcome unique, ever-changing challenges individuals face.

Some of the areas Zack regularly analyzes and makes recommendations on include:

Retirement Income Strategies
Tax Distribution Strategies
Asset Protection Strategies
Risk Mitigation Strategies
Legacy/Estate Maximization

Contact Zack

Education

Zack graduated from Dover High School and followed that up with a bachelor’s from Bridgewater College. He holds his Series 7, 63, and 65 FINRA registrations and Life and Health Insurance licenses.

Zack is a Registered Representative and Investment Advisor Representative of Cetera Advisor Networks LLC.

Community

Zack volunteers throughout the year as part of DSFG’s charity initiatives, dedicating time to various charitable events. He is committed to our community through fundraisers, outreach and support to make a lasting difference.

Personal

Zack currently resides in Dover, DE, where he enjoys spending time with his family and friends. Zack is an avid sports fan and a local at the Delaware beaches. Zack adamantly claims he was a “decent baseball player in a past-life” and also takes great pride in the quality of his landscaping at home!