Rob Stone

About Rob

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.

“I have a strong passion for helping people plan and prepare for retirement. I love helping both sponsors and participants discover a clear and effective path toward a secure financial future.”