17505 W Catawba Ave, Ste 300
Cornelius, NC 28031
Helping individuals and families through financial transitions.
From the excitement of pre-retirement planning, to the challenges of separation and divorce or death; Eileen has served investors as a Financial Advisor for over 22 years with The Stoner Group. As an experienced Chartered Retirement Planning Counselor CRPC®, and Certified Divorce Financial Analyst CDFA® Eileen educates and advises her clients as they navigate and invest through the financial transitions of life.
The Stoner Group is an experienced wealth management team of 7 proudly representing UBS in the Lake Norman area. In 2008, The Stoner Group was named one of The Top-Ranked Family Investment Advisor Teams in America by Research magazine and R.J. Shook: The Winner’s Circle®
Eileen is an active supporter of her church, Bonfire Ministries, and Food For The Poor. She currently serves on the Lake Norman YMCA advisory board. Eileen Stoner and her husband Chuck were the 2014 recipients of the UBS Global Employee Volunteer Award for their work with Food For The Poor.