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Trael R

Series 65

Franklin, TN

Stratos Wealth Advisors LLC

Trael Robertson is a financial advisor at Stratos Wealth Advisors LLC with a Series 65 credential and one year of industry experience. Prior to joining Stratos, he held roles at Flagship Financial Advisors and ALLIANCE Credit Union Texas, among others. He has also worked in educational and entrepreneurial settings, including Lubbock Christian University and various business ventures. Stratos Wealth Advisors serves individuals, trusts, retirement plans, not-for-profits, corporations, and institutional clients by providing financial planning and portfolio management through advisor-managed and third-party platforms. The firm benefits from integrated access to SEI-affiliated services, offering a range of investment solutions tailored to client goals.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy College savings (529s, UTMA, etc.) Tax strategies for small businesses Founder/Business Owner Executive Retired Mid-Career Professionals Approaching retirement
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Jeffrey M

Series 63, Series 66

Franklin, TN

Stratos Wealth Advisors LLC

Jeffrey Mucci is a financial advisor with Stratos Wealth Advisors LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C. and TMFS in both Knoxville and Nashville. Outside of his work at Stratos, he is a managing partner and wealth advisor at Flagship Financial Advisors in Brentwood, TN. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and financial institutions, offering investment management, financial planning, and insurance consulting through a network of investment advisory representatives. The firm utilizes both affiliated and third-party subadvisers and provides a range of portfolio management programs to meet varied client needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy College savings (529s, UTMA, etc.) Tax strategies for small businesses Founder/Business Owner Executive Retired Mid-Career Professionals Approaching retirement
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Scott B

Series 63, Series 65

Franklin, TN

Stratos Wealth Advisors LLC

Scott Buell is a financial advisor with Stratos Wealth Advisors LLC in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C. and TMFS Nashville. He is also a managing partner and wealth advisor at Flagship Financial Advisors in Brentwood, TN. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and financial institutions, offering investment management, financial planning, and insurance consulting through a network of advisory representatives. The firm utilizes a combination of discretionary and non-discretionary strategies, engaging both affiliated and third-party subadvisers, and maintains custodial relationships with Fidelity and Schwab.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy College savings (529s, UTMA, etc.) Tax strategies for small businesses Founder/Business Owner Executive Retired Mid-Career Professionals Approaching retirement
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