Stratos Wealth Advisors (a part of Stratos Wealth Holdings) announced it has successfully recruited the multi-generational Pistone Wealth Advisors of Pepper Pike, Ohio. Pistone is led by President and CEO Karyn Pistone, who manages $120 million in client assets. The team also includes Senior Advisor Spencer Dieck, Practice Manager Linda Tekavec, and Advisor David Taucher.
Pistone and her team provided financial advisory services to the greater Cleveland area and throughout the US for over 30 years. And the practice specializes in financial planning, investment portfolio design, and risk management, and is known in part for its Right Start program, which helps young individuals understand budgets and investing to reach their financial goals.
Pistone also engages the services of Stratos Investment Management, formerly Fundamentum, to further enhance the services they deliver to clients.
KEY QUOTES:
“We joined Stratos because we saw a real opportunity for growth. Stratos has an incredible reputation throughout the Cleveland financial services community, and I’ve always enjoyed collaborating and working with their team. Their strategic investments in people and technology have positioned them to enable firms like ours to thrive in the future. We love that we can grow our practice by taking advantage of the innovation, expertise and solutions Stratos provides, all while remaining independent.”
- Karyn Pistone
“We are excited to make the Pistone family part of our family. Karyn and her team have developed a record of dedicated client service and with our combined resources, they are positioned for significant growth in the greater Cleveland area and beyond.”
- Charles Shapiro, a Stratos founding partner and Chief Development Officer
