Jacob Stewart

Director of Information Technology

Jacob Stewart is the Director of Information Technology for Stratos Wealth Partners.  His team provides full service helpdesk support firm wide.  Along with supervising the IT department, Jacob’s responsibilities...
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James Kennedy

Administrative Assistant

(833) 253-5395


James has more than two years of experience as an Associate Service Professional with LPL Financial. He joined LPL in 2021. James Kennedy is a native of Florence, SC and has been living in Charlotte, NC for two years now. In...
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Jennier Pieronek

Director of Advisory Compliance

Kathy Louttit is the Chief Compliance Officer and Legal Counsel for the regulated entities within the Stratos family of companies.  Kathy is responsible for leading the compliance programs for Stratos and providing legal advice on...

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Kate Sweetman

Director of Operations

Kate joined Stratos Wealth Partners in 2016. Prior to joining Stratos, Kate was a licensed Insurance Agent and Registered Representative with Farmers Financial Services. She currently holds her FINRA Series 6 and 63 registrations with...
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Michael Beloff, CFP®, ChSNC®

Founding Partner, Wealth Advisor

(203) 918-4069


Michael has over twenty years of financial services experience, enabling him to look at the complex issues facing families and small businesses from different perspectives to create strategies and tactics personalized for their...

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Pamela Bennet

Head of Financial Planning Operations

Pamela has over 20 years of experience in the financial services industry.  Starting her career working as a registrar/paying agent with Michigan National Bank in Detroit progressing to a Trust Administrator within LaSalle...

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.