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Sue Ann Donovan

5 Southside Dr

Clifton Park, NY

12065

Phone:

Email:

(518) 357-3858

Since 1980, Sue Ann Donovan has helped families and individuals pursue financial stability and success through committed service and attention to the individual needs of her clients.

After a successful affiliation with American Express, Sue Donovan branched out on her own, not wanting to be limited in the product choices being offered her clients. She has been “independent” ever since, drawing not only on personal knowledge but seeking what is best for her clients. In a world of standarization, Sue views each client as unique and works to help pursue their goals.

With an unblemished reputation for integrity and a personal moral commitment to help people, Sue Donovan has also worked closely with other financial advisors as a mentor to help them grow their practice.

From the genesis of her firm which helped give birth to Holistic Wealth Advisors, Sue now services clients in New York, California, Arizona, Florida, Massachusetts, Connecticut, and Indiana.

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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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Check the background of your financial professional on FINRA's BrokerCheck.

Securities offered through LPL Financial, member FINRA/SIPC. 

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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