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Financial Advisory Team Leaves Morgan
 Stanley Smith Barney To Join National
      Network, Stratos Wealth Partners
   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.
   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."

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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."