Rose StoneVICE PRESIDENT
Rose Stone is responsible for running key business operations to include managing accounting functions, reviewing and completing compliance reports and supporting advisers with client meetings and deliverables at the Little Rock office of Goldman Sachs Personal Financial Management, within the Consumer and Investment Management Division of Goldman Sachs. Day-to-day, Rose ensures the office runs smoothly and in compliance, attending all case prep meetings and providing timely, detailed and specific communication to ensure requests made by the Head of Office and adviser are followed through. Additionally, Rose is the first line of communication with clients, coordinating their requests, setting up appointments and preparing account documents requested by the client.
Rose brings over 40 years of experience in the financial services industry, getting her start at First Financial Planners and continuing with Hutchinson Financial, Inc following its merger in 1997. She joined United Capital, now Goldman Sachs Personal Financial Management, in 2015, following the firm’s acquisition of Hutchinson Financial, Inc.
Rose loves spending time with her one daughter and one granddaughter. Her granddaughter is the greatest joy of her life. She also loves to travel with her family.
United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), is a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC and subsidiary of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. GS PFM does not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.