Barbara A. Stone

Retired founder

Barbara A. Stone retired on December 31, 2019, after more than 25 years in the financial services industry, the majority of which she spent in financial planning. As the founder of Rockwood Stone Wealth Management, she dedicated her career to helping clients create and implement financial solutions tailored to their unique needs, including portfolio management, retirement planning, asset preservation, estate planning strategies, charitable giving, and liquidity management.

During her time at the firm, Barbara played a pivotal role in mentoring Lisa Adams, who continues to uphold the values and client-centered approach that Barbara instilled in the company.

Now enjoying retirement, Barbara has relocated to Texas to be closer to her children and grandchildren. She spends her time with family and pursues her passions for hiking, swimming, sailing, and golf.