Insight-based advice

Stone Wealth Management

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  •  Donald Paul Stone

    Donald Stone

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • KY
    • LA
    • MA
    • MD
    • ME
    • MN
    • MO
    • NC
    • NH
    • NV
    • NY
    • PA
    • TN
    • TX
    • VA
    • VT

    Mr. Stone is a Senior Vice President with almost thirty years experience as a financial advisor.  His focus is on comprehensive wealth management for high net worth individuals.  He started his career in 1983 with Baker Watts and has worked for such highly regarded firms as Kidder, Peabody and Morgan Stanley.  Don is a distinguished member of the Directors Council at UBS.  He is a graduate of Towson University, where he earned his B.S. in accounting.  Don met his future wife, Gina, while at Towson and they have been married for over twenty five years.  They live in Hereford and have three grown children.  In his spare time Don volunteers as a coach for the nationally ranked rugby team at Towson University. 

      • Towson University, B.S. in Accounting
        307 International Circle
        4th Floor
        Hunt Valley, MD 21030
      •  Colby Allen Buss

        Colby Allen Buss, CFP

        Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • CT
        • DC
        • DE
        • FL
        • GA
        • IL
        • KY
        • LA
        • MA
        • MD
        • ME
        • MN
        • MO
        • NC
        • NH
        • NV
        • NY
        • PA
        • TN
        • TX
        • VA
        • VT
        • WA
        • WV

        Colby began his career in financial services right out of college. Following an analyst position at Morgan Stanley and having earned both his Series 7 and 66 licenses, Colby joined UBS in 2012. As a CERTIFIED FINANCIAL PLANNER™ Colby has extensive training in financial planning, education funding, estate planning, insurance, investments, taxes, employee benefits and retirement planning.

        Colby earned a degree in Business Administration with a concentration in International Business and a minor in French from Towson University. As captain of his alma mater's rugby team, Colby led Towson to the final four during his senior year. Colby currently lives in Fells Point and is on the board of The Municipal Art Society of Baltimore and active with The Maryland Historical Society. While retired from playing rugby, you can find him cheering on the Orioles, Ravens & Capitals.

          • Towson University, Business Administration with a Concentration in International Business and a Minor in French
          • CERTIFIED FINANCIAL PLANNER™
          307 International Circle
          4th Floor
          Hunt Valley, MD 21030
        •  Susan Whitney Sadler Woelper

          Susan Sadler Woelper

          Team Administrator

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          • AZ
          • CA
          • CT
          • DC
          • DE
          • FL
          • IL
          • LA
          • MD
          • ME
          • MN
          • NC
          • NJ
          • NM
          • NV
          • NY
          • PA
          • SC
          • VA

          I began my career in the financial services industry 16 years ago after graduating from the University of Maryland, Baltimore County with a degree in Health Science and Policy.  I joined UBS as a Senior Registered Client Service Associate in January 2009, following four years at Wachovia Securities and 9 years at Morgan Stanley.  I earned my Series 7, 63 and 66 licenses in 2000.  I am an avid reader, enjoy traveling and just about anything that takes me outside.  I reside in Baltimore, Maryland with my husband and our son and daughter.

                307 International Circle
                4th Floor
                Hunt Valley, MD 21030

              The circular economy: What is it?

              Retirement planning

              Retirement planning

              Multigenerational planning

              Multigenerational planning

              Legacy—Wealth for others

              For needs that go beyond your own—to help you improve the lives of others

              What will your legacy be?
              It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

              Learn more at ubs.com/wealthway.

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              $2.8 trillion

              In invested assets globally 
              As of 06/30/2022

              51 countries

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