5200 Maryland Way
Our COORDINATED APPROACH is the opposite of how most of the industry works. You know what they say: two heads are better than one. That goes double when those heads work to bring you objective advice based on your personal goals. As FIDUCIARIES, we are legally bound to act in your best interests. And that's NOT the norm.
That’s really the heart of the Flagship Financial Advisor's story. We started this local firm as a declaration of independence—believing people deserve the best financial solutions for their situations, not recommendations driven based on computer models or the restrictions of large companies which care more about the bottom line. An experienced, local independent firm, with Trusted Partners all working as a team – we are passionate about delivering expert advice, manageable planning and exceptional service to provide you financial confidence so you can focus on living a great life, and achieving your goals and dreams.
Wealth Advisor and Managing Partner
“Managing personal assets can be intimidating, even for clients who have had multi-billion-dollar budget responsibilities in their careers. My desire is...
“I love the relationship aspect of what I do. I am honored to be able to help clients walk through life’s transitions by listening to their concerns and financially educating them in a way that results in clear...
Associate Wealth Advisor
“By listening to our clients and leading them towards achieving their financial goals, I am able to fulfill a personal goal of positively impacting the financial well-being of others. This is the reason why I am passionate about...
Senior Analyst - Investment Analytics
Jonathan is responsible for investment research and strategic asset allocation construction. His responsibilities include investment and sector research and analysis, building financial models, assisting in the...
Client Relationship Manager
“What do I love most? Interacting with people and creating lasting relationships! I really enjoy coordinating and organizing processes so that everything runs smoothly for both clients and staff.” Aubrey serves as Client...
Chief Investment Officer, SWA
Daniel Jacoby is the Chief Investment Officer, and a Founding Partner of Stratos Wealth Partners. As a partner of Flagship[ Financial Advisors, Dan specializes in the practice and execution of financial planning and implementation...
Chief Compliance Officer
Karen is part of our TEAM as the Chief Compliance Officer of Stratos Wealth Partners, Inc. She also is a member of Stratos' Executive Committee. As CCO, he oversees all brokerage and advisory compliance matters for Stratos and...
Director of Human Resources and Business Services
Jennifer Isaacs started her career in 1998 with Smith Barney where she worked as an Operations Manager. After the merger with Morgan Stanley, she served as the Senior Risk Officer in the San Diego, CA complex of Morgan Stanley Smith...
Director of Advisory Operations
As part of our TEAM, Eric started in the securities industry in 2003 and has worked in the operations, client call centers and compliance areas at several local banks. Eric has his Series 7 registration and also holds the Series 24...
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.