2975 Westchester Avenue
For 25 years, Lisa M. Rossi has empowered clients by helping them make smart choices about money so they may pursue their goals and keep fulfilling their dreams. Given her entrepreneurial spirit, she founded her independent firm,...
Peter launched his entrepreneurial spirit early in his career, having managed multiple businesses throughout the last 24 years. When he made the decision to accompany Lisa on the adventure of starting a financial services firm, he knew...
Michael G. O’Brien is Managing Director with Stratos Wealth Partners in the New York, New Jersey and Connecticut regions. Stratos is a partner run wealth and financial management firm that specializes in the practice and...
Client Services Manager
Prior to this role, Dawn has spent her career in client service relations at large fortune 500 organizations delivering diversity, communication and customer service. Sales, marketing and promotions have always centered her career....
Managing Director, Wealth Advisor
Anthony Veiga is a managing director with Stratos Wealth Management in Purchase, New York, an affiliate of Stratos Wealth Partners.. Prior to Stratos, Anthony spent a combined total of twelve years at Wells Fargo
BUSINESS PHILOSOPHY Whether it is retirement planning, insurance, and investments, business succession strategies, or real estate planning strategies, we build financial strategies that are focused and straightforward, yet customized...
Michael has over fifteen years of financial services experience, enabling him to look at the complex issues facing families and small businesses from different perspectives to create strategies and tactics personalized for their...
Stratos Wealth Partners - Home Office Support (Beachwood, OH)
Chief Investment Officer
Daniel Jacoby is the Chief Investment Officer, and a Founding Partner of Stratos Wealth Partners, an Advisor run organization that specializes in the practice and execution of financial planning and implementation services. Stratos is...
Chief Compliance Officer
Matt started in compliance in 2005, and has been employed in operations, internal audit, risk, and as a cycle examiner at FINRA. Matt has also served as a CCO for RIA/BD and FinOP prior to joining Stratos. Through LPL, Matt holds the...
Director of Information Technology
Senior Relationship Manager
Ben began his financial services career at First Union in 2000 where he traded agency bonds, working with high net worth and middle markets advisors. From there he moved to Bank of America Securities. He continued to trade retail fixed...
Dir. of HR and Business Services
Jennifer Isaacs started her career in 1998 with Smith Barney where she worked as an Operations Manager. After the merger with Morgan Stanley, she served as the Senior Risk Officer in the San Diego, CA complex of Morgan Stanley Smith...
Senior Business Services Associate
Kate joined Stratos Wealth Partners as a Transition Specialist in 2016. Prior to joining Stratos, Kate was a licensed Insurance Agent and Registered Representative with Farmers Financial Services. She currently holds her FINRA Series 6...
Director of Marketing
Kevin Elvington is the Director of Marketing for Stratos Wealth Partners, Ltd. He is responsible for managing the development, communication, and implementation of all marketing strategies and initiatives. Kevin focuses on building the...
Pamela has over 20 years of experience in the financial services industry. Starting her career working as a registrar/paying agent with Michigan National Bank in Detroit progressing to a Trust Administrator within LaSalle National Bank...