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Jeff Concepcion Named Hispanic CEO of the Year

Kevin Elvington

Oct 10, 20241 min read

Jeff Concepcion Named Hispanic CEO of the Year

Stratos Wealth Partners Recognized as 2024 Top Workplace by The Plain Dealer

Kevin Elvington

Jun 26, 20241 min read

Stratos Wealth Partners Recognized as 2024 Top Workplace by The Plain Dealer

Stratos Onboards Multi-Generational Firm

Kevin Elvington

Jun 6, 20242 min read

Stratos Onboards Multi-Generational Firm

Stratos Recruits $100M Duo in Ohio

Kevin Elvington

May 29, 20242 min read

Stratos Recruits $100M Duo in Ohio

WSR Names Nancy Andrefsky CFO of the Year

Kevin Elvington

Apr 2, 20242 min read

WSR Names Nancy Andrefsky CFO of the Year

STRATOS WEALTH ADVISORS WELCOMES $500 MILLION RENO TAHOE WEALTHMANAGEMENT FROM RBC

Kevin Elvington

Apr 1, 20243 min read

STRATOS WEALTH ADVISORS WELCOMES $500 MILLION RENO TAHOE WEALTHMANAGEMENT FROM RBC

Stratos Wealth Holdings Names Malcolm Polley Chief Market Strategist of Rebranded Investment Division

Kevin Elvington

Jan 25, 20242 min read

Stratos Wealth Holdings Names Malcolm Polley Chief Market Strategist of Rebranded Investment Division

WSR Honors The COO 5: Top Wealth Management COOs

Kevin Elvington

Dec 12, 20232 min read

WSR Honors The COO 5: Top Wealth Management COOs

STRATOS WELCOMES INVESTMENT ADVISOR ROBERT HAMER WITH OVER $250 MILLION IN CLIENT ASSETS

Kevin Elvington

Jun 21, 20232 min read

STRATOS WELCOMES INVESTMENT ADVISOR ROBERT HAMER WITH OVER $250 MILLION IN CLIENT ASSETS

Stratos Wealth Partners Welcomes Truvium Wealth Management With AUM Of $120MM

Kevin Elvington

Oct 6, 20212 min read

Stratos Wealth Partners Welcomes Truvium Wealth Management With AUM Of $120MM

Succession Considerations, Part 1

Kevin Elvington

Oct 6, 20213 min read

Succession Considerations, Part 1

Coronacrash Update: Stratos Wealth Partners’ Jeff Concepcion & Tony Sirianni

Kevin Elvington

Oct 6, 20213 min read

Coronacrash Update: Stratos Wealth Partners’ Jeff Concepcion & Tony Sirianni

COVID-19 throws a curve ball at RIA M&A market...

Kevin Elvington

Oct 6, 202110 min read

COVID-19 throws a curve ball at RIA M&A market...

The $14.5bn wealth management firm has taken its first-ever outside investment.

Kevin Elvington

Oct 6, 20213 min read

The $14.5bn wealth management firm has taken its first-ever outside investment.

FOUNDATION FOR FINANCIAL PLANNING WELCOMES THREE NEW TRUSTEES: Jeff Concepcion

Kevin Elvington

Oct 6, 20214 min read

FOUNDATION FOR FINANCIAL PLANNING WELCOMES THREE NEW TRUSTEES: Jeff Concepcion

LPL Financial and Stratos Wealth Partners Welcome Twenty Four Wealth Management

Kevin Elvington

Oct 6, 20215 min read

LPL Financial and Stratos Wealth Partners Welcome Twenty Four Wealth Management

LPL Financial, Stratos Wealth Partners Welcome Whittenburg Wealth Partners

Kevin Elvington

Oct 6, 20213 min read

LPL Financial, Stratos Wealth Partners Welcome Whittenburg Wealth Partners

Jeff Featured in the June Edition of CityWire RIA

Kevin Elvington

Oct 6, 20210 min read

Jeff Featured in the June Edition of CityWire RIA

The COO Roundtable, Featuring Jeff Concepcion, Nancy Andrefsky, and Lou Camacho

Kevin Elvington

Oct 6, 20211 min read

The COO Roundtable, Featuring Jeff Concepcion, Nancy Andrefsky, and Lou Camacho

Listen to Jeff on the Financial Advisor Success Podcast

Kevin Elvington

Oct 6, 20211 min read

Listen to Jeff on the Financial Advisor Success Podcast

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