WealthTech Visionaries: Building Legacy Beyond Borders with the Dave & Trina Stone

In this episode of Whiskey&WealthTech, host Alex Serman, Managing Director of Wealth and Institutional at First Rate, explores the intersections of business innovation, purpose-driven leadership, and the evolving landscape of wealth management. In this special episode we sit down with Dave and Trina Stone, the visionary founders of First Rate, for an insightful conversation spanning from the origins of their company to its enduring legacy.

Join Alex, Dave, and Trina as they sip on Mexican whiskey in Puerto Vallarta, reflecting on the journey of First Rate from humble beginnings to a global leader in the industry. From navigating technological shifts to embracing a higher purpose, the Stones share candid insights into the principles and practices that have propelled First Rate's success for over three decades.

 Discover the driving force behind First Rate's commitment to employee empowerment, customer-centricity, and community impact, as they unveil their ambitious vision for the company's future – a future envisioned to span generations and transcend borders.

Cheers to the past, present, and future of wealth, as we embark on this enlightening journey with First Rate.