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Clay K

Series 63, Series 66

Metairie, LA

Stratos Wealth Partners, Ltd

Clay Kearney is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His prior roles include positions at Capital One Financial Advisors and LPL Financial. Outside of financial advising, he has entrepreneurial interests including ownership of a fishing camp and involvement in businesses such as smoothie sales, car wash operations, and convenience stores. 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, supported by 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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William P

Series 63, Series 66

Metairie, LA

Stratos Wealth Partners, Ltd

William Perrilliat III is a financial advisor at Stratos Wealth Partners, Ltd with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Stratos Wealth Partners and LPL Financial since 2015. His prior experience includes roles at Capital One Financial Advisors. Outside of his advisory work, he is involved in residential property restoration and sale through a private business entity. Stratos Wealth Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, model portfolios, and retirement plan consulting delivered by a large network of investment adviser representatives using a combination of proprietary and third-party strategies.

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

Series 63, Series 66

Metairie, LA

Stratos Wealth Partners, Ltd

Roy Spinks Jr. Jr. is a financial advisor with Stratos Wealth Partners, Ltd in Metairie, LA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2015, following prior roles at Capital One Advisors, LLC. 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, and retirement plan consulting through a network of investment adviser representatives who provide portfolio management, sub-advisory services, and specialized business and executive consulting.

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