SEDONA -- Wealth Advisor Dawna Westberg-Welch has officially joined Stratos Wealth Partners, an independent, hybrid Registered Investment Advisor (RIA) with offices in 22 states nationwide. She joins the firm as a partner and will operate from her office in the Village of Oak Creek La Plaza Building
Westberg-Welch, who was previously affiliated with JPMorgan Chase Bank and managed more than $65 million in client assets, specializes in providing retirement income planning, financial planning, estate planning, life insurance and long-term care to members of the retirement community in Arizona and throughout the Southwest.
"Stratos Wealth Partners was the right fit for the future of my practice for many reasons, but primarily because I now have access to tools and support that will allow me to better serve my clients," Westberg-Welch said. "In addition to its investment-only focus, Stratos offers the flexibility, independence and unbiased advice that I was looking for. I have no doubt that this affiliation will help me continue to grow and serve the evolving needs of my clients."
The new Stratos Wealth Partners office is located in the Village of Oak Creek La Plaza Building, 6560 Highway 179, Suite 102.
Westberg-Welch has more than 20 years of experience in the financial services industry, beginning her career at Fidelity National Title in 1994, where she specialized in facilitating 1031 exchange property transactions. She joined JPMorgan Chase in 2009, serving the Sedona community for almost seven years, before joining Stratos Wealth Partners.
She holds Series 7 and 63 registrations through LPL Financial and the Series 65 registration through Stratos Wealth Partners.
After adding more than 50 advisors to its network in 2015, Stratos Wealth Partners has recruited 14 advisors so far in 2016 to bring its total count to more than 200.
In addition to the new Sedona office, the firm has recently established a presence in Columbus, Ohio, Baton Rouge, La. and Frisco, Texas.
Stratos Wealth Partners, LTD., an SEC Registered Investment Advisor, manages more than $3.2 billion in advisory assets, and has, through LPL Financial, over $5.1 billion in brokerage and third party managed assets for a total of more than 8.4 billion in assets as of 3/31/2016.