Stratos Wealth Partners announced today the addition of two former Morgan Stanley Smith Barney MS -1.58% advisors, Craig P. Adams, CFP and Steve Beierlein to their newly created Utah office. This addition boosts the network of Stratos Wealth Partners to over 125 affiliated advisors managing over $4 billion in client assets under management. The new Ogden office will maintain approximately $250 million in client assets through the transition to an independent business model, enhancing the service experience for their clients in the Intermountain West
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Financial Advisory Team Leaves Morgan Stanley Smith Barney To Join National Network, Stratos Wealth Partners
1. Financial Advisory Team Leaves Morgan
Stanley Smith Barney To Join National
Network, Stratos Wealth Partners
2. OGDEN, Utah, June 12, 2012 /PRNewswire via COMTEX/ --
Stratos Wealth Partners announced today the addition of two
former Morgan Stanley Smith Barney MS -
1.58%advisors, Craig P. Adams, CFP and Steve Beierlein to
their newly created Utah office. This addition boosts the
network of Stratos Wealth Partners to over 125 affiliated
advisors managing over $4 billion in client assets under
management. The new Ogden office will maintain
approximately $250 million in client assets through the
transition to an independent business model, enhancing the
service experience for their clients in the Intermountain West.
3. The team has over 70 years of combined experience in
the financial services industry and is confident in the
positive outcomes that will arise from this move.
"As the investment world changes, it's important for us to
broaden our abilities to better serve the financial needs of
clients who place their trust in us. An independent client-
centered business model allows us to act as our clients
advocate first and foremost," said Craig P.
Adams, CFP®, Partner and Wealth Advisor. "We look
forward to working with clients and customizing portfolios
to fit their needs."
Steve Beierlein, Partner and Branch Manager, is equally
excited about helping clients in this new business
venture. "Being backed by the nation's leading
independent broker-dealer in LPL Financial allows us to
focus on our number one priority, the concerns of our
clients, without bias or conflict."