As a Founding Partner and Wealth Advisor, Jeff maintains a highly successful personal financial planning practice.
He is also the Founder and CEO of Stratos Wealth Partners, a firm which he launched in October of 2008 with the intention of creating an organization to fulfill a need for sophisticated advisors and their clients, by constructing a firm with the infrastructure, resources and support necessary to allow them to focus on their core competency, advising their clients.
Prior to starting Stratos Wealth Partners, Jeff spent 22 years in senior management positions with Lincoln Financial, including being the Executive Director for the Eastern Region. He was then appointed Senior Vice President of Market Access and a member of the Executive Committee; where he was one of only a handful of executives responsible for Lincoln’s entire retail financial services business. His entire professional career has been spent in the financial services industry.
He earned his Bachelor of Arts degree with a major in Political Science from Trinity College. Jeff resides in Solon, Ohio with his wife, Bridget, and their two children, Alex and Alyssa.
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.