Stratos Wealth Partners, Wealth Management, Financial Planner, Financial Advisors

Stratos Wealth Partners
Columbus, OH Office

(614) 537-3322

300 East Broad Street

Suite 530

Columbus, OH 43215

Stratos Wealth Partners, Wealth Management, Financial Planner, Financial Advisors

Serve my clients first to help them achieve their objectives by delivering world class financial advice which will put their financial affairs in the best manner possible. 

My Mission

Mon-Fri: 8:00 AM - 5:00 PM

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Meet Chris

Chris Conley, Stratos Wealth Partners, Wealth Management, Financial Planner, Financial Advisors

A wealth advisor with Stratos Wealth Partners, Chris is a 25-year veteran of the financial services industry. In addition to being a Certified Financial Planner, Chris is fully licensed in all aspects of securities as well as Life, Health and Disability insurance. As a Certified Financial Planner, 
Chris takes a holistic approach to the various aspects of his client's 
financial needs. 


Originally from Upper Arlington, Ohio, Chris began his career as a financial advisor shortly after graduating from The Ohio State University with a degree in business administration and finance. He joined Key Bank in Columbus in 1994 as a branch-based financial advisor and quickly moved into the private banking unit to work with bank's high net worth clients. When Key Bank acquired McDonald and Company in 1998, Chris assumed the role a First Vice President-Investment Advisor. Upon the sale of McDonald Investments to UBS Financial Services, Chris assumed the role of senior vice president of Investments for 11 years. In October of 2018 he joined Hilliard Lyons, the predecessor organization to Baird, as a senior vice president. 


Chris is very active in the community he serves and has been on several fundraising committees including those for the Columbus Public Library and the Salvation Army. In addition he has been a longtime member of the Athletic Club of Columbus and the Scioto Country Club, where he has served on several committees. He currently resides in German Village. 

My Services

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2019 Top 50 RIA Firms in America

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#16

OVERALL

RANK

#2

NUMBER OF

ADVISORS

#4

NUMBER OF

OFFICES

#4

NUMBER OF

STATES

#7

NUMBER OF

CLIENTS

Download These Free Guides

Stratos Wealth Partners, Wealth Management, Financial Planner, Financial Advisors

9 Facts

About Retirement

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A Bucket Plan To Go With Your Bucket List

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Living

Your

Best Life

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4 Easy Steps to Being Financially Fit

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4 Tips to Avoid Investment Fumbles

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Sitting in the Driver's Seat of your Finances

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6 Financial

Traps

to Avoid

Stratos Wealth Partners, Wealth Management, Financial Planner, Financial Advisors

4 Ways to Build a Solid Financial Foundation

Estate Planning Checklist

Estate

Planning Checklist

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9 Facts

About Social Security

Stratos Wealth Partners, Wealth Management, Financial Planner, Financial Advisors

Bring Charitable Giving Into Your Plan

Stratos Wealth Partners, Wealth Management, Financial Planner, Financial Advisors

Divorce &

Your

Finances

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A Look

At

Diversification

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10 Tips to

Boost

Your Savings

Credit Card Debt, Stratos Wealth Partners, Wealth Management, Financial Planner, Financial Advisors

Controlling

Credit Card

Debt

 

A Message From Stratos CEO, Jeffrey Concepcion

Stratos Leadership

Executive Team

Jeff Concepcion, Stratos Wealth Partners, Wealth Management, Financial Planner, Financial Advisors

Jeff Concepcion

Founder & CEO

Nancy Andrefsky, Stratos Wealth Partners, Wealth Management, Financial Planner, Financial Advisors

Nancy Andrefsky

Chief Financial Officer

Chief Operations Officer

Matthew Dunn, Stratos Wealth Partners, Wealth Management, Financial Planner, Financial Advisors

Matthew Dunn, CFA®

Chief Compliance Officer

OSJ Supervisor

Charles Saphiro, Stratos Wealth Partners, Wealth Management, Financial Planner, Financial Advisors

Charles Shapiro

Founding Partner

Chief Development Officer

Lou Camacho, Stratos Wealth Partners, Wealth Management, Financial Planner, Financial Advisors

Lou Camacho

President,

Stratos Wealth Enterprises

Senior Leadership Team

jim lupica, Stratos Wealth Partners, Wealth Management, Financial Planner, Financial Advisors

Jim Lupica

Founding and Managing Partner

chris wallin, Stratos Wealth Partners, Wealth Management, Financial Planner, Financial Advisors

Chris Walling

Founding and Managing Partner

bobbie meola, Stratos Wealth Partners, Wealth Management, Financial Planner, Financial Advisors

Bobbie Meola

Managing Partner

daniel jacoby, Stratos Wealth Partners, Wealth Management, Financial Planner, Financial Advisors

Daniel Jacoby

Chief Investment Officer

eric beahn, Stratos Wealth Partners, Wealth Management, Financial Planner, Financial Advisors

Eric Beahn

Director of

Advisory Operations

Jennifer Pieronek, Stratos Wealth Partners, Wealth Management, Financial Planner, Financial Advisors

Jennifer Pieronek

Director of

Advisory Operations

Jennifer Hart, Stratos Wealth Partners, Wealth Management, Financial Planner, Financial Advisors

Jennifer C. Hart

Director of HR &

Business Services

kevin elvington, Stratos Wealth Partners, Wealth Management, Financial Planner, Financial Advisors

Kevin Elvington

Director of

Marketing

mike obrien, Stratos Wealth Partners, Wealth Management, Financial Planner, Financial Advisors

Michael O'Brien

Managing Partner

Jacob Stewart, Stratos Wealth Partners, Wealth Management, Financial Planner, Financial Advisors

Jacob Stewart

Director of IT

karen miltner, Stratos Wealth Partners, Wealth Management, Financial Planner, Financial Advisors

Karen Miltner

Controller

BARB Dull, Stratos Wealth Partners, Wealth Management, Financial Planner, Financial Advisors

Barbara Dull

Director of

Brokerage Compliance

Chris Radzinski, Stratos Wealth Partners, Wealth Management, Financial Planner, Financial Advisors

Chris Radzinski

Director of

Project Management

brian meilinger, Stratos Wealth Partners, Wealth Management, Financial Planner, Financial Advisors

Bryan Meilinger

Director of

Advisory Compliance