STRATOS
Rob Patti serves as the Managing Partner at Patti Wealth Management since March 2022, leading an independent investment practice that provides active management and advisory services across the United States. Prior to this role, Rob served as a Private Wealth Manager and Partner at Stratos Wealth Partners from December 2012, where the focus is on client-centered financial services. Rob's previous experience includes serving as Regional Vice President at Zacks Investment Management and Managing Partner/Sales Manager at SNP Financial Group. Additionally, Rob worked as a Certified Financial Planner at Morgan Stanley Dean Witter. Rob Patti holds a Bachelor of Science in Finance from Jacksonville State University, along with certifications as a Certified Financial Planner (CFP®) and Certified Investment Management Analyst (CIMA) from Oglethorpe University and The Wharton School, respectively.
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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