A Winning Partnership
At Stratos, we are not just a team of consultants; we’re your partner…working hand-in-hand with you to analyze and create strategies to help your practice grow.
With you, we work to identify opportunities to help gather assets, get the ball rolling on positive change, provide objectivity, understand your mission and vision, reduce risk and liabilities and continue to monitor your progress right alongside of you as a true accountability partner. Simply put, we are here to help you help your clients!
The more we can help you engage your clients’ hearts and minds, working together with you, the more likely we are to create a successful relationship! Partners working fervently towards similar goals greatly improves successful and meaningful outcomes. Results that your clients will appreciate.
We are passionate about working with advisors each and every day in helping them deliver the ultimate experience for their clients.
Peter brings over 19 years of financial services experience to Stratos Wealth Partners and continues to be a Managing Partner since 2013. Prior to Stratos, Peter served as a Business Consultant for almost six years at the nation’s largest independent broker dealer, LPL Financial*.
He has spent the majority of his career coaching and mentoring financial advisors on bringing independent, unbiased investment solutions to their clients. Additionally, he has worked with financial advisors on practice management solutions that deliver superior service to their clients.
Peter also has been a business consultant to CEOs and top bank and credit union executives throughout the United States on the implementation and management of investment programs to deliver industry leading investment products and services to their customers and members. He holds his FINRA Series, 7, 24, and 53 with LPL Financial and 66 with LPL Financial and Stratos Wealth Partners, Ltd. He also holds his Life, Variable Life & Variable Annuity, Accident & Health or Sickness insurance licenses in the state of North Carolina.
A 34-year native of New England, Peter relocated to North Carolina in 2007 from New Hampshire. He is very active in his church and volunteering his time at a number of Charlotte non-profit organizations. Peter’s passion for music finds him performing in and supporting music organizations in his community.
*As reported in Financial Planning Magazine, June 1996-2016, based on total revenue.