Thinking of M&A?
Don't know where to start?
What M&A Looks Like At Stratos
Jeff Brown, President
Brown Wealth Management
Paul V. Saltaformaggio, AIF®, Wealth Advisor
Hibernia Wealth Management
Chad A. Warrick, Co-President & CEO
Jason Print, CFP®, Co-President & CEO
Summit Wealth Partners
Jeff Concepcion, Founder & CEO
Jeffrey Concepcion is the Founder and CEO of Stratos Wealth Partners and host of The Evolving Advisor podcast. Jeff started Stratos in Febuary of 2009 with the intention of creating an organization to fulfill a need for sophisticated advisors and their clients. He constructed a firm with the infrastructure, resources and support necessary to allow advisorsto focus on their core competency, advising their clients. Today, they provide platforms, technology, consulting, and practice management services to offices in more than 100 cities. Stratos has a national network of distinguished, experienced wealth management firms that align to leverage the resources they need to better service their clients.
Jeff is responsible for the acquisition, development and coaching of the firm’s expanding number of affiliated advisors. His entire professional career has been spent in the financial services industry. Prior to starting Stratos Wealth Partners, Jeff spent 22 years in senior management positions with Lincoln Financial Network, including the Executive Director for the Eastern Region, where he was responsible for one-third of the United States. He was then appointed Senior Vice President of Market Access and a member of the Executive Committee, where he was on one of only a handful of executives responsible for Lincoln’s retail financial services business.
Jeff believes in the community where he lives and works. He has shared his time and expertise by sitting on a number of charitable boards throughout the Cleveland area over the years. Jeff served on the Board of Trustees at the May Dugan Center, Julie Billiart School, City Year, Dress for Success, E CITY, Leukemia and Lymphoma Society, Junior Achievement and Providence House.
He earned his Bachelor of Arts degree with a major in political science from Trinity College and resides with his family in Novelty, Ohio.
lou camacho, President, Stratos Wealth Enterprises
Lou Camacho is COO of Stratos Wealth Holdings and President of Stratos Wealth Enterprises. In his role, Lou plays a vital role in driving the firms operational scale, efficiency and strategic growth plan, which includes affiliated advisors and the organization's acquisition strategy.
He has more than 20 years of experience in financial services, including the practice management of investment advisory firms, family offices and broker dealers.
Lou previously served as Vice President at Fidelity Investments’ Clearing & Custody Services business unit, where he was responsible for the custody, clearing and consulting practices of Fidelity’s largest RIA’s throughout the Midwest. Prior to Fidelity, he held positions at Charles Schwab & Co and Morgan Stanley.
About Stratos Wealth Holdings
Stratos Wealth Holdings is a family of companies focused on supporting the growth and success of financial advisors across business models and affiliation structures. Stratos companies include Stratos Wealth Partners, Stratos Wealth Advisors, Stratos Wealth Enterprises, and Fundamentum. Stratos includes a national network of over 300 experienced financial advisors and financial planning practitioners working across 26 states throughout the country.
Stratos Wealth Enterprises is the acquisition division of Stratos Wealth Holdings.
Stratos Wealth Partners, an SEC Registered Investment Advisor, manages over $9.00 billion in advisory assets, and services through LPL Financial,
over $7.56 billion in brokerage and third-party managed assets for a total of $16.56 billion as of March 31, 2021.
Stratos Wealth Advisors, LLC, an SEC Registered Investment Advisor, manages over $1.93 billion in advisory assets as of March 31, 2021.
Fundamentum, LLC an SEC Registered Investment Advisor, manages over $571 million in advisory assets as of March 31, 2021.
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