James Z. Stone
Senior Pension Consultant

Jim Stone joins BAC after over a decade of service to the College for Financial Planning as the Professor in  Employee Benefits & Retirement Plans. His career spans over 30 years and he is an expert in the industry. Jim is a former owner of a Third Party Administration firm and a Broker Dealer.  He holds an MS from American College, a ChFC, CLU from American College and a BA from the University of Colorado