STRATOS
Autumn Harvey is currently working as a Project Manager at Stratos Wealth Partners, having previously held positions such as Registered Associate at Morgan Stanley, Private Client Banker at J.P. Morgan Chase Bank N.A., Financial Professional at AXA Advisors, and Cost Accountant at Cristal. Autumn also gained experience as a Tax Intern at Zappitelli Financial Services LLP. Autumn holds a Bachelor of Science and Bachelor of Arts in Accounting with a concentration in German from Lake Erie College.
STRATOS
Headquartered in Beachwood, Ohio, Stratos is an independent, partner-owned and operated financial services firm that works solely to facilitate the success of more than 350 independent financial advisors nationwide. The firm provides experienced financial advisors with a reliable infrastructure and resources that allow them the flexibility to develop and grow their own businesses. Stratos offers operational, strategic, and revenue-generating resources to advisors who are interested in going independent or are already independent. With more than 75 executive, functional, and support professionals in place, the firm has assembled a concierge team to assist our advisors in the execution of a full-service solution for their clients. This partnership provides advanced technology and communication tools alongside product and service partners that expand and grow every day, allowing us to further enhance the client experience. For a list of states in which we are registered to do business, please visit www.stratoswealth.com