7021 Old Troy Pike
Huber Heights, OH 45424
Samuel J. Bernard is a Financial Advisor for Stratos Wealth Partners. He graduated from Wright State University in 2011 with a Bachelor’s Degree in Financial Services. Sam has been in the Financial Services industry since 2009 and has held various roles over his career.
Sam enjoys getting to know his clients on a personal level, so he can better understand their personal and financial goals. He is regularly checking in on his clients and making portfolio recommendations when he sees fit. Sam believes Financial Planning is the foundation to success in retirement.
Sam is actively involved in the community. He is in the Huber Heights Rotary club, serving as club President (1 year) and Secretary (4 years). He is also on the board of the Wright State Alumni Association and received the Volunteer Service Award in 2018. He has been attending the West Charleston Church of The Brethren for over thirty years, where he is a deacon.
His many hobbies include playing board games, skiing, and playing volleyball. Sam is also a beekeeper and has his apiary in New Carlisle Ohio. His favorite thing to do is spend time with his wife Caitlin, whom he has been with since Jr. High. They welcomed their first child, Valerie, in July of 2020.
Registered General Securities Representative (FINRA Series 6 and 7 through LPL Financial)
Registered Uniform Securities Agent (FINRA Series 63 through LPL Financial)
Investment Advisor Representative (FINRA Series 65 through Stratos Wealth Partners)
Ohio Long Term Care License