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Shawn Vance

9482 Wedgewood Blvd Ste 120

Powell, OH

43065-7262

Phone:

Email:

(614) 869-3000

As a partner and wealth advisor with Stratos Wealth Partners. I began my career my 21 year career in financial services at Dean Witter now Morgan Stanley as a Financial Advisor in Columbus, Ohio in 1997. I was a First Vice President and Assistant Manager of the Columbus Metro Market for three years before joining SmithBarney where I spent nine years before joining Key Private Bank as Senior Vice President and Portfolio Manager for Central Ohio until joining Stratos Wealth Partners in 2016.

As an independent advisor, I have always focused on gaining a true understanding of a client’s needs and pride myself on offering an unparalleled level of service to my clients.  As an advisor with Stratos we have objective access to virtually every investment vehicle available in the marketplace.  This offers my clients the most transparent, disciplined and sophisticated wealth management tools available. 

A graduate of the University of Findlay, I earned a Bachelor of Science degree. Fully licensed in the securities industry I hold my General Securities (Series 7  & 63 through LPL Financial) and Uniform Investment Advisor Law (Series 65 through Stratos Wealth Partners) registrations* as well as insurance licenses in Life, Health, and Fixed & Variable annuities. 

When I am not managing clients wealth, I am busy with my wife Jennifer and our three children Morgan, Dylan and Mackenzie where we reside in Powell Ohio. 

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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.

*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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