Jeffrey G. Kitzberger

Private Wealth Manager And Partner at STRATOS

Jeffrey G. Kitzberger, CFP® is a Founding Partner & Private Wealth Manager at Olympus Wealth Partners. Jeffrey G. is also a Co-Founder of Make it Happen 4BMD, a foundation supporting research for Bone Marrow Disease. With extensive experience in portfolio management and retirement planning, Jeffrey has worked with various financial companies such as Stratos Wealth Partners, LPL Financial, Morgan Stanley Smith Barney, UBS Financial Services, Inc., and Kemper CPA Group LLP. Jeffrey G. holds education from John Carroll University and Ohio University.

Location

Beachwood, United States

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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