Shirley Stoneman,

Shirley has spent her long career in wealth management helping clients pursue retirement with confidence. Prior to leading the Stoneman Dalton Group’s transition to Raymond James in 2021, she was an advisor at Merrill Lynch for 22 years and has held the Chartered Retirement Planning Counselor℠ designation since 2010.

Shirley has kept clients at the center of everything she, and the team, has done and is proud to have bettered the financial lives of families in WNC for the last three decades. A qualified portfolio manager, Shirley not only provides traditional financial guidance, she also helps clients pursue their objectives by building and managing personalized strategies, which can incorporate individual stocks and bonds as well as third-party investment strategies.

Shirley is a past president of the Rotary Club of Asheville-Biltmore and a member of Central United Methodist Church, where she served on the finance committee. She graduated from Elon University and is an avid supporter of the American Cancer Society and Susan G. Komen.