Stratos Grows Close To Home

Ohio-Based Firm Recruits Cleveland-Area Spain & Smith To Its Platform
Henry Spain, Managing Director & Senior Portfolio Manager, and Dayna Smith, Wealth Advisor, Spain & Smith
Henry Spain, Managing Director & Senior Portfolio Manager, and Dayna Smith, Wealth Advisor, Spain & Smith

Spain & Smith Wealth Advisors of Pepper Pike, Ohio is the latest financial services firm to join the Stratos Wealth Advisors platform. Based in Beachwood, Ohio, Stratos Wealth Advisors is part of Stratos Wealth Holdings. Spain & Smith’s advisors are Managing Director and Senior Portfolio Manager Henry “Hank” Spain and Wealth Advisor Dayna Smith.

Spain said that “Stratos’ reputation is strong in Cleveland and around the country, and I know their team will help us fully utilize the technological and practice management solutions they offer allowing us to take our firm and clients forward.”

Jeff Concepcion, Founder & CEO, Stratos Wealth Partners
Jeff Concepcion, Founder & CEO, Stratos Wealth Partners

Spain & Smith provide services for financial, retirement, Social Security, tax, estate, charitable and education planning; wealth management; and risk management. The firm has more than $100 million in client assets.

Jeff Concepcion, Founder and CEO of Stratos Wealth Partners, also part of Stratos Wealth Holdings, added that he has long known and respected Spain and his practice. “I’m thrilled Hank and Dayna have joined us as they continue to grow their business by taking advantage of Stratos’ scale and scope to enhance the way they support their clients,” he said.

Stratos Wealth Advisors managed over $3.3 billion in advisory assets and over $279 million in third-party managed assets as of March 31. It supports 65 advisors at over 30 locations. In April, another Stratos firm, Stratos Private Wealth, expanded its presence into southern New Jersey and Westchester County, New York. In February, Stratos Wealth Partners recruited $700 million Pettinelli Financial Partners.

James Miller, Contributing Editor and Research Analyst at Wealth Solutions Report, can be reached at ContributingEd@wealthsolutionsreport.com.

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