Team

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Team

Kevin Stone, CFP®

VP, Financial Planner
Direct: 816-859-7451
Email: kstone@countryclubbank.com

Kevin Stone

Kevin Stone is a Vice President and Financial Planner at Country Club Trust Company.  Kevin assists individuals and families by providing customized, comprehensive financial planning and client-specific planning solutions.

Kevin has over 25 years serving clients in the financial services industry.  He began his career at American Century Investments and held various client-facing roles over 24 years with the firm.  Immediately prior to joining Country Club Trust Company in 2021, Kevin was a Senior Financial Planner at MissionSquare Retirement.

Kevin received his bachelor’s degree in business administration from the University of Kansas, MBA from Baker University, and is a CERTIFIED FINANCIAL PLANNER TM practitioner.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

1 Ward Parkway • Kansas City, MO 64112 • 816-751-4200

Trust and Investment Services:

  • • Are not insured by the FDIC or any other federal government agency
  • • Are not deposits of, nor guaranteed by Country Club Bank, Country Club Trust Company or any of its affiliates.
  • • May lose value.

Country Club Trust Company (CCTC) is a division of Country Club Bank. CCTC does not provide legal or tax advice. For legal and/or tax advice, the services of a competent professional person or professional organization should be sought. Please also note that CCTC does not serve in a fiduciary capacity regarding all services provided such as with respect to custodial services or referrals.

Country Club Bank is an Equal Opportunity Employer