Team
The Prescott Stratos Wealth Partners team originally came together at the A.G. Edwards & Sons offices in Prescott, Arizona. We all have deep roots in the community (four Arizona natives) and although our backgrounds differ, we share the client-first perspective, work ethic and values that are highly regarded by our clients. Today, we are back in the same location and would welcome your visit.
Wealth Manager Partner
Phone: 928 460-5509
Fax: 928 460-5515
Email: rchavez@stratoswp.com
For two decades, Rhonda has worked in the financial industry. Rhonda has experienced major shifts in the markets, interest rates, and the economy. These experiences have given her the ability to assist her clients with the full...
Financial Consultant Partner
Phone: 928 460-5508
Email: mwoods@stratoswp.com
As a Financial Consultant at Stratos Wealth Partners in Prescott, Arizona, I will provide you a wide range of services. I want to LISTEN closely to what you have to say. I want to UNDERSTAND what's important to you and what you have...
Financial Consultant Partner
Phone: 928 460-5511
Fax: 928 460 5517
Email: kpitts@stratoswp.com
Investment success is measured by more than just a positive number on a monthly statement. Performance is critical, and we focus on it, but it is often more important to recognize the risks taken to pursue a particular result. A...
Stephanie Sterling, AIF®, AWMA®, FPQPTM, EA
Paraplanner
Phone: 928 460-5526
Fax: 928 460 5524
Email: ssterling@stratoswp.com
Stephanie holds FINRA series 6,7,63 registrations with LPL Financial, and 66 registration with both Stratos Wealth Partners and LPL Financial, is an Accredited Investment Fiduciary®, Accredited Wealth Management AdvisorSM , and Financial Paraplanner Qualified ProfessionalTM.
Her experience in...
Anngela Wheeler
Office Operations Manager
Phone: 928 460-5507
Email: awheeler@stratoswp.com
Anngela Wheeler is a Prescott native and has worked in the financial industry for over a decade. She handles processing new accounts, insurance policies, upgrades for existing accounts, transferring securities and responding to...