Marcus Stone

Marcus Stone

Financial Advisor

Phone: (512) 610-4058
Fax: (512) 610-4051
Mobile Phone: (210) 844-1678
E-mail:


Marcus Stone is a Financial Advisor with the North Star Consultants of Texas Medical Division. It is his goal to help physicians, medical professionals and their families overcome the financial challenges that are unique to their chosen careers. His areas of specialty include:

  • Asset Protection Strategies
  • Physician Specific Disability Insurance
  • Life Insurance Strategies
  • Wealth Management
  • Retirement Programs (Solo 401k, SEP, 401k 403b, Roth IRA)
  • College Savings Programs
  • Tax Deferred Strategies
  • Exit Strategies

Marcus graduated from Texas Lutheran University with a Bachelors of Business Administration. He is FINRA Series 7 and Series 66 registered; Life and Health Licensed, and Variable Life and Annuity Licensed.

Marcus does not provide specific tax or legal advice. Please consult with a tax and/or legal professional for specific advice.


North Star Consultants of Texas

Dallas Office:

Park Place on Turtle Creek
2911 Turtle Creek, Suite 300
Dallas, TX 75219

Austin Office:

300 Beardsley Lane, Suite A104
Austin, Texas 78746

San Antonio Office:

Colonnade Center at Wurzbach and I10
9901 IH-10 West
San Antonio, Texas 78230


North Star Consultants, Inc.
Insurance Products & Services

CRI Securities, LLC
Securities & Investments

Securian Financial Services, Inc.
Variable Products & Securities

Securities and investment advisory services offered through CRI Securities, LLC and Securian Financial Services, Inc. Members FINRA/SIPC. CRI Securities, LLC is affiliated with North Star Consultants, Inc., North Star Consultants Texas, Inc. and Securian Financial Services, Inc. Securian Financial Services, Inc. operates under separate ownership from North Star Consultants, Inc. and North Star Consultants Texas, Inc. North Star Consultants Texas, Inc., doing business as North Star Consultants of Texas in the state of Texas.

325140/05-11