Joseph Stone

Joseph Stone, CLU®, ChFC
Firm Principal

Over 41 years experience

Delivers financial services to businesses and individuals.

Prior to becoming a Firm Principal of MSW –
Founder and Partner of Stone Financial Group, Boston Office. 
Started Partners Financial-MA in 1989. Prior career as a general agent with Berkshire Life for more than 20 years and a district manager with Equitable Life for over ten years.  Registered Representative with Kestra Investment Services, LLC and Investment Advisor Representative with
Kestra Advisory Services, LLC

Serves on the executive board of Jewish National Fund New England.

Graduate of Bradley University in Peoria, IL

Phone: 781-740-0077  E-mail:

Firm Administrators:

Christine Evitts


Phone: 781-741-9979                Email:

Elisa Connolly