Team
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...
Samantha joined Stratos Wealth Advisory Group in 2016 as Director of Operations. She has been working in the financial services industry since graduating college.Starting out as an executive assistant in NYC, Samantha realized her...
Affiliated Advisors
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...
Strategic Partners
Dan Jacoby
Chief Investment Officer
Jacob Stewart
Director of Information Technology
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...
