3750 Park East Drive - Beachwood, OH 44122

Office: (866) 553-9882 - Fax: (440) 505-5609​​​ - Info@stratoswp.com

  • LinkedIn - Grey Circle
  • Facebook
  • Twitter

Stratos Wealth Partners is currently relying on an SEC extension in filing and delivering the Form ADV

Check the background of your financial professional on FINRA's BrokerCheck.

Securities offered through LPL Financial, member FINRA/SIPC. 

Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, ME, MD, MI, MN, MO, MS, MT, ND, NE, NH, NJ, NC, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV and WY

Privacy Policy

BUSINESS SERVICES

The Business Services team proactively engages with our financial advisors and their teams, to identify and incorporate effective growth initiatives, practice acquisition and succession planning strategies, introduce resources to navigate industry trends and adopt best practices, to assist with escalations and remove operational hurdles.

 

AT-A-GLANCE

  • Business Consulting
    Succession Planning
    Practice Evaluation
    Growth Strategies

     

  • Operational Support
    Escalation Assistance
    Implementation Strategies

  • Marketing Consulting
    Marketing On-Demand 
    Third-Party Marketing Resources

jen new.jpg

Director of HR &
Business Services

Jennifer C. Hart

sarah.jpg

Business Services
Associate

Sarah Pochedly

kate sweetman new.jpg

Transitions Manager / Business Services

Kate Sweetman

ben.jpg

Senior Relationship

Manager

Benjamin Engram

bob new.jpg

Business Services
Associate

Bob Murphy