Rob Stone

Hi! I’m Rob Stone, and I’m excited to be a part of the CapSouth Institutional Division. 
I have a strong passion for retirement planning, with a particular focus on 401(k) services. I’m dedicated to providing exceptional service to plan sponsors, helping them offer their participants a clear and effective path toward a secure financial future. It’s incredibly rewarding to know that my work today contributes to people taking control of their financial well-being.

Originally from Birmingham, I graduated from Auburn University before moving to Nashville, where I worked in Private Wealth Portfolio Accounting at AllianceBernstein. Afterward, I relocated to Dothan and joined CapSouth.

Outside of work, I enjoy spending time with my wife, Harper, playing golf, watching sports, and connecting with friends. I’m also an active member of my community and enjoy building relationships with others.