Headquartered in Beachwood, Ohio, Stratos Wealth Partners is an independent, partner-owned and operated financial services firm that works solely to facilitate the success of more than 275 independent financial advisors nationwide.

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Stratos Wealth Partners

Stratos Wealth Partners' headquarters in Beachwood, OH, United States

Jeff Concepcion

Chris Jordheim

Sean Laughlin

Jacob Stewart

Daniel Jacoby

Bobbie Meola

Kathryn Louttit

Charles Shapiro

Lou Camacho

Nancy Andrefsky

The Leadership Team at Stratos Wealth Partners is responsible for setting the strategic direction of the firm, fostering partnership growth, and ensuring operational excellence across all levels of the organization. Comprising leaders with diverse expertise in investment, compliance, security, and development, the team collaborates to support and empower over 275 independent financial advisors, enhancing client service and driving sustainable growth.

Leadership Team

The Compliance and Risk Management Team at Stratos Wealth Partners is responsible for ensuring that the firm and its financial advisors adhere to regulatory standards and internal policies. This team proactively identifies potential risks, implements compliance frameworks, and promotes best practices to safeguard client interests and uphold the integrity of financial operations across the organization.

Compliance and Risk Management Team

The Operations Team at Stratos Wealth Partners is responsible for streamlining internal processes and enhancing efficiency across the firm. They support independent financial advisors by overseeing transitions, managing projects, and ensuring that operational strategies align with the company’s goals, thereby facilitating a seamless experience for both advisors and their clients.

Stratos Wealth Partners

Org chart

Teams

Leadership Team

Compliance and Risk Management Team

Operations Team

Offices

Stratos Wealth Partners

Org chart

Teams

Leadership Team

Compliance and Risk Management Team

Operations Team

Offices

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