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Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Chris Stocks

Founder & CEO

chris@stockswm.com

An Arizonan native, Chris Stocks, is the proud Founder and CEO of Stocks Wealth Management, based in Paradise Valley, AZ. Chris has been serving high and ultra high net worth clients and families since 1995. Chris received his BS in...

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Connor Stocks

Associate

connor@stockswm.com

Connor Stocks will graduate from the University of Arizona in 2023 with a business administration degree. Connor has been around finance his whole life, working with his dad from a young age. Whether you have already achieved...

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Dane Breslo

Associate

dane@stockswm.com

Dane Breslo will graduate with a degree in Finance from Arizona State University in 2022. As a Dean’s List Student at the W.P. Carey School of Business, he believes that organization, hard work, and consistency are keys to...
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