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Anne D

Series 63

Columbus, OH

Stratos Wealth Partners, Ltd

Anne Dimon is a Series 63 licensed financial advisor with 21 years of industry experience. She has been with Stratos Wealth Partners, Ltd and LPL Financial since 2016 and previously worked at Wells Fargo Clearing from 2014 to 2016. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
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