Skip to content Accessibility info

Maxine J. Stone, CLU, ChFC

Account Executive

Maxine J. Stone

Maxine J. Stone, CLU, ChFC


Maxine enjoys making a difference through honesty, empathy, and by helping families and businesses achieve heartfelt objectives.
Patient and thorough, “Max” deeply listens and asks in order to gain a vital understanding of a client’s concerns. She is dedicated to finding practical solutions which lead to economic and emotional well-being. Whether navigating the best-fit life insurance and long term care, business succession or estate planning, Maxine appreciates the significance of earning the right to be, and remain, a Trusted Advisor.

Max teaches yoga, loves songwriting and playing in a band with her husband, and volunteers with young children leading an original program combining movement, music and children’s books.


Staff Directory