STRATOS
FIELD LEADERSHIP

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

Charles Shapiro

Founding Partner
Chief Development Officer

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

Chris Walling

Founding and Managing Partner

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Chris Jordheim

Managing Director

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Michael O'Brien

Managing Partner & Director of National Sales

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

Bobbie Meola

Managing Partner

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

Robert Samson

Managing Director

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

Jim Lupica

Founding and Managing Partner

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

Sean Laughlin

Managing Director

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Alex Wlassowsky

Managing Director

What Advisors Say

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Paul Saltaformaggio
Baton Rouge, LA

No matter which way you slice and dice it, it costs a lot of money to run an office and you might be somewhere around 10 to 15 percentage points of revenue to run a practice depending on trading volume. What matters is where you NET out at the end of the day. I could have gone direct to LPL and probably be at a 92% or 93% payout based on my production and Branch bonuses; however, for that extra four or five percent that I'm giving up, which is $50,000 on $1,000,000 of production, there is no way I would be able to have concierge-level service for technology and compliance, human resources, marketing, practice acquisition, different platforms, institutional partners at Fidelity and Schwab, like I do through Stratos. 

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Greg David
Lexington, SC

“From the beginning of my time with Stratos, Jeff Concepcion and his team at the home office have been true partners in my business.  Their willingness to help and the sincerity shown, has never waivered.  Stratos goes above and beyond in order to try to provide everything that I need for my business and my clients.   The Stratos staff really does make the difference.”