When Jeff Concepcion launched Stratos Wealth Partners, a Solon, Ohio-based wealth management firm, in 2008 he had a staff of two people.

Concepcion had recently been fired by Lincoln Financial Advisors, where he worked for almost 23 years, and he wanted a fresh start.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access