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Amy G

CFP®, Series 66

Dalton, GA

Stratos Wealth Partners, Ltd

Amy Grammer is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd since 2013. She also holds a Series 66 license and has been affiliated with LPL Financial during the same period. Outside of her advisory work, she is CEO and publisher of Beavers Media, LLC, a publishing business, and CEO of Lauren's Freeze Dried Treats, LLC, which sells freeze-dried products at farmers markets. Additionally, she serves as a board member of the Whitfield Healthcare Foundation. Stratos Wealth Partners provides advisory services to a diverse client base including individuals, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that integrates multiple investments into a single account and supports both advisor-managed and model-based portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
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Mitchell O

Series 66

Dalton, GA

Stratos Wealth Partners, Ltd

Mitchell Oliver is a financial advisor at Stratos Wealth Partners, Ltd with 17 years of industry experience. He holds the Series 66 designation and has been with Stratos Wealth Partners and LPL Financial since 2012. Outside of his advisory role, he is involved in a business that buys and sells heavy equipment through OT Track Movement LLC. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, nonprofits, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active asset allocation and the use of multiple custodians and sub-advisors.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
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Matthew O

Series 66

Dalton, GA

Stratos Wealth Partners, Ltd

Matthew Oliver is a financial advisor at Stratos Wealth Partners, Ltd with 12 years of industry experience. He holds a Series 66 designation and has been with Stratos Wealth Partners since 2013, having previously worked at LPL Financial. Stratos Wealth Partners provides advisory services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
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