BEACHWOOD, Ohio, Oct. 4, 2018 /PRNewswire/ -- Stratos Wealth Partners, a Stratos Wealth Network company, is pleased to welcome Holistic Wealth Advisors, to their network of independent financial advisors.
Based in Clifton Park, NY, Holistic Wealth Advisors is one of the top investment advisors in the greater Albany area. The team includes three advisors, Stacy Clifford, Sue Donovan, and Lakshmi Nagarajan.
Founder and President, Stacy Clifford is a recognized nationally known leader in the field of women's financial planning, Stacy and her team's message is simple…to empower women financially by assisting families and the women who lead them to make solid financial choices. She drives the message home to all her clients that there are lots of choices out there and Holistic Wealth Advisors takes the time to explain them simply, without the "financialese" that sometimes can be overwhelming in the industry.
Regarding her move to Stratos, Clifford said, "As one of the largest independent hybrid RIA's, Stratos provides our practice with advanced tools, technology, operational support and research. This partnership allows us to leverage the resources of a national firm and will greatly enhance our ability to provide outstanding service to our clients."
"The team at Stratos is excited to welcome Holistic Wealth Advisors," said Jeff Concepcion, CEO and Founder, Stratos Wealth Partners. "We're confident that our new partnership gives Stacy and her team the ability to focus on what is most important to them: their clients. We look forward to supporting their continued success."
About Stratos Wealth Network
Stratos Wealth Network 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 Management, Stratos Wealth Alliance, Stratos Wealth Enterprises, and Fundamentum. Stratos includes a national network of 284 experienced financial advisors and financial planning practitioners working across 87 offices throughout the country.
Stratos provides custodial services through Fidelity Investments, Charles Schwab, TD Ameritrade, and LPL Financial. Investment advice offered through Stratos Wealth Partners, a registered investment adviser.
Stratos Wealth Partners, an SEC Registered Investment Advisor, manages over $5.89 billion in advisory assets as of June 30, 2018.
In addition, the advisors at Stratos Wealth Partners are also registered with LPL Financial and service $5.6 billion in brokerage assets. Securities offered through LPL Financial, member FINRA/SIPC. All entities are separate.
Stratos Wealth Advisors, LLC, an SEC Registered Investment Advisor, manages over $368 million in advisory assets as of June 30, 2018.
Fundamentum, LLC, an SEC Registered Investment Advisor, manages over $236 million in advisory assets as of June 30, 2018.
SOURCE Stratos Wealth Partners