Willoughby Hills, OH 2778 Som Center Road Office

Team
Updated today

Client AUM

$12,285,674,078

Clients

25,896

Advisors

2

Of 461 advisors across 291 offices

Location

2778 Som Center Road, Suite 201

Willoughby Hills OH 44094

Advisors at this office

2

Advisors at this office

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Maryjo M

Series 63, Series 66

Willoughby Hills, OH

Independent Financial Group, LLC

Maryjo Morello is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. Her prior roles include positions at LPL Financial LLC and Stratos Wealth Partners, LTD. She has served in investment advisory capacities through Stratos Wealth Partners, LTD. Independent Financial Group is a large integrated advisory and brokerage firm providing a range of investment advisory programs, financial planning, and retirement plan services to individuals, trusts, corporations, business owners, and plan sponsors. The firm combines in-house and third-party investment models and operates both as a registered investment adviser and an active broker-dealer.

Wealth management Passive / index investing Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Paula S

Series 63

Willoughby Hills, OH

Independent Financial Group, LLC

Paula Strumbly is a financial advisor with Independent Financial Group, LLC and holds a Series 63 designation. She has 21 years of industry experience, including ten years at Stratos Wealth Partners, Ltd and extensive tenure at LPL Financial, LLC. Independent Financial Group is a large integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment advisory programs and financial planning services, utilizing both in-house model portfolios and third-party managers across multiple custodial platforms.

Wealth management Passive / index investing Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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