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James G

CFP®, Series 63

Hixson, TN

Stratos Wealth Partners, Ltd

James Gioia is a CFP® with 34 years of industry experience, currently with Stratos Wealth Partners, Ltd. He has previously worked at Ameriprise Financial Services, Inc. for 30 years, followed by roles at Bank of England, ProNvest, and LPL Financial. Stratos Wealth Partners serves a diverse range of individual and institutional clients, offering financial planning, portfolio management, and retirement plan consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation with access to proprietary and third-party strategies and supports a variety of fee arrangements and custodial platforms.

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