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Kevin O'Brien

3750 Park East Dr Ste 200

Beachwood, OH

44122-4348

Phone:

Email:

440-505-5748

Kevin O'Brien is a Partner of Stratos Wealth Partners, an advisor run organization that specializes in the practice and execution of comprehensive financial planning and implementation services. Stratos is a national network of distinguished experienced financial planning practitioners spread throughout the country and powered by LPL Financial.

Kevin has over twenty-five years of financial industry experience and continues to advise closely held business owners, professionals and multi-generational families on accumulation, preservation and transfer of wealth. He began his career as a senior financial planner at Investment Advisors International, a division of the worldwide sports marketing firm International Management Group (IMG). There he developed personal financial plans for the firm's clients, athletes and professionals throughout the world. He ran the in-house retirement department as consultant to other planners on all qualified and non-qualified retirement plan issues.

At that time he earned his J.D. degree from Cleveland Marshall Law School as he assisted in-house counsel with client retirement, estate and life insurance planning. Kevin continued those practices over the years at several public investment firms as a senior corporate services advisor, assisting companies with implementing employer stock option and financial planning programs.

Kevin's mission is to provide high quality value added services and to produce creative results-oriented strategies that manage client's long-term financial well-being for wealth enhancement, wealth transfer and asset protection strategies. He continues to focus his educational developments in advanced estate and retirement planning areas.

Kevin is a member of both the Estate Planning Council of Cleveland and the Northern Ohio Planned Giving Council. He currently resides in Pepper Pike, Ohio with his wife and two children and enjoys golf, travel, gardening and skiing in his spare time.

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Stratos Wealth Partners, Wealth Management, Financial Planner, Financial Advisors

3750 Park East Drive - Beachwood, OH 44122

Office: (866) 553-9882 - Fax: (440) 505-5609​​​

Info@stratoswp.com

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Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, ME, MD, MI, MN, MO, MS, MT, ND, NE, NH, NJ, NC, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV and WY.

*On Sept. 13, 2024, Stratos Wealth Partners, Ltd. placed 22nd on the list for the year 2024. Stratos Wealth Partners, Ltd. applied for the award by submitting responses to a detailed questionnaire for the award committee’s consideration. Stratos Wealth partners, Ltd. did not pay any compensation to be considered for the award. The award is not representative of any one client’s experience and is not indicative of our firm’s future performance. The award was independently granted, as Stratos Wealth Partners, Ltd. has no affiliation with Barron’s. Please note that the award is not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services. Barron’s weighs dozens of qualitative and quantitative components, including assets managed, the size and experience of teams, regulatory record of the advisors and firms, succession planning, technology spending, and staff diversity based on responses supplied by the advisor to a detailed survey.

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