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Sam Bernard

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7021 Old Troy Pike, Suite G

Huber Heights, OH

45424

Phone:

Email:

937-308-1578

sbernard@stratoswp.com

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)

  • Life Insurance/Annuity

  • Ohio Long Term Care License

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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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Securities offered through LPL Financial, member FINRA/SIPC. 

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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. 18, 2023, Stratos Wealth Partners, Ltd. placed 29th on the list for the year 2023. 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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