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David Vespoli

291 North Cleveland Massillon Rd Ste 100

Akron, OH

44333-8357

Phone:

Email:

330-664-2278

David Vespoli is a Partner and Wealth Advisor at Stratos Wealth Partners, an advisor run organization that specializes in financial planning for their clients’ every need. Stratos is a national network of advisors powered by LPL Financial. David works with attorneys and tax professionals to assist clients in effectively managing wealth in a tax efficient method.

 

David brings ten years of experience in the financial services industry to his clients. Prior to joining Stratos Wealth Partners, David began his financial career with UBS Financial Services and Morgan Stanley. David grew a financial practice by educating individual investors in the fundamentals of successful wealth management. David advises his clients on growing their personal wealth as well as providing comprehensive corporate retirement plan services including negotiating 401(k) plan cost analysis and objective investment analysis for the participants.

 

David has a Bachelor of Science in Business Administration from Bowling Green State University. David pursued his education earning an MBA from Baldwin-Wallace College. Also, David has obtained many securities registrations including FINRA Series 7 & 31 registrations through LPL Financial and series 66 registration through LPL and Stratos Wealth Partners, as well as licenses in Life Insurance, Health Insurance and Annuities, and has completed several estate-planning courses.

 

David’s community involvement includes being an instructor for Strongsville City Schools Continuing Education Program teaching a Personal Financial Course. David has been a member of the Broadview Heights Lions Club, the Rotary Club of Strongsville, the Akron Toastmasters Club, an Advisory Board Member of Akris, LLC., also a founding member of the Rainmakers Northeast Ohio and the Founder of the Business Alliance Group for small business. David resides in Strongsville with his wife, Eve, and two daughters.

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

3750 Park East Drive - Beachwood, OH 44122

Office: (866) 553-9882 - Fax: (440) 505-5609​​​

Info@stratoswp.com

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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.

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*On Sept. 13, 2024, Stratos Wealth Partners, Ltd. placed 22nd on the list for the year 2024. Stratos Wealth Partners, Ltd. applied for the award by submitting responses to a detailed questionnaire for the award committee’s consideration. Stratos Wealth partners, Ltd. did not pay any compensation to be considered for the award. The award is not representative of any one client’s experience and is not indicative of our firm’s future performance. The award was independently granted, as Stratos Wealth Partners, Ltd. has no affiliation with Barron’s. Please note that the award is not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services. Barron’s weighs dozens of qualitative and quantitative components, including assets managed, the size and experience of teams, regulatory record of the advisors and firms, succession planning, technology spending, and staff diversity based on responses supplied by the advisor to a detailed survey.

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