Overview A Personal Message

Meet Bill & Mary Staton

BILL STATON

A Chartered Financial Analyst (CFA®) with an MBA in Finance from the Wharton School of Business, Bill Staton is "America's Money Coach®."

Bill began his investment career as an analyst with Interstate Securities in 1971. By age 31, he was already a millionaire investor.

In 1986, Bill founded The Staton Institute to enable investors to make the most money in the least time with the least risk. His ability to explain investing in an easy-to-understand manner made The Staton Institute a success with individual investors and families looking to build wealth the smart way.

Bill Staton has helped many increase their wealth with a commonsense approach to investing. It's simple: Invest in well run, profitable companies with long histories of rising dividends.


A frequent speaker on investing and economic issues, Bill has been profiled or quoted in the Wall Street Journal, Washington Post, New York Times, U.S. News and World Report, Barron's, Business Week, Kiplinger's Personal Finance, and Money magazine. He is the co-author of five books on investing, including co-author of Worry-Free Family Finances with his wife Mary and The Statons' E-Money Digest newsletter for investors.

MARY STATON

Mary Tunstall Staton is CEO of The Staton Institute, Inc. She is also CEO and Chief Compliance Officer for Staton Financial Advisors LLC. Mary is co-author of Worry-Free Family Finances (McGraw-Hill). She is a financial columnist for Military.com, the nation's largest military and veteran membership organization, and was formerly financial columnist for Club Mom.com. Mary is author of Wisdom on Wealth!, a free email newsletter with a circulation of over 8,000.

Mary has been quoted widely on financial topics, from teaching teens to handle money to planning for retirement. She has been a source for stories in The Christian Science Monitor, All You, The Charlotte Observer, The Charlotte Business Journal, Making Bread Magazine, WBTV, WJZY, and WFAE, among others.

Mary holds an MBA from the McColl School of Business at Queens University and was formerly a member of the McColl School Board of Visitors. Bill and Mary live in Charlotte, North Carolina and have four children.

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