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

Business Development

Banking

Professional Services

STRATOS

Jeff Concepcion

Sean Laughlin

Michael G. O'Brien

Heather Meder

Vanessa Eddy

Kevin Elvington

Kathryn Louttit

Jacob Stewart

Phil Nuttall

John Nichol

Charles Shapiro

The Business Development and Operations team at STRATOS plays a critical role in driving the growth and efficiency of the firm. This team focuses on establishing strategic partnerships, streamlining operations, and supporting the transition of independent financial advisors. By leveraging their expertise in project management, client relations, and business development, they ensure that advisors have the resources and infrastructure needed to thrive in a competitive market, ultimately enhancing the client experience and fostering long-term success.

Business Development and Operations

Leadership Team

Financial Advisory Team

Business Development and Operations

About

Team members

Other teams at STRATOS

Leadership Team

Financial Advisory Team