Garfield Heights, OH Office

Team
Updated today

Stonex Advisors Inc.

Multi-team

Firm-wide stats for Stonex Advisors Inc.

Total advisors

231

Across 118 offices

Clients per advisor

42 Low

Avg AUM per client

$501,072 Typical

HNW client ratio

10% Low

About

StoneX Advisors Inc. serves individuals (including high‑net‑worth clients), corporations, retirement plans and charitable organizations, providing discretionary and non‑discretionary portfolio management, financial planning, ERISA plan consulting, annuity allocation and related consulting services. The firm delivers these services through a mix of independent Financial Advisors and an in‑house Private Client Group, and supports multiple account structures and model-based solutions.

The firm implements strategies through advisor‑managed portfolios, proprietary StoneX Model Solutions and StoneX Select Managers, as well as third‑party money managers (TPMMs), using platforms such as Envestnet, Advyzon and Pontera for portfolio implementation, overlays and tax‑aware services. Clients may impose reasonable investment restrictions, and StoneX conducts periodic reviews and due diligence on TPMMs, models and advisory accounts.

Notable among enterprise peers, StoneX operates as part of StoneX Group and its affiliates include a broker‑dealer and a registered futures commission merchant (SFI), which provides integrated clearing, custody, sweep and lending capabilities and can affect execution, operational workflows and revenue flows. The firm also supports a large network of advisor DBAs and various sub‑advisory and promoter arrangements, which can lead to different implementation pathways, platform charges and disclosed conflicts of interest described in its Form ADV.

Based on Stonex Advisors Inc.

Expertise

ESG / Sustainable investing

Based on Stonex Advisors Inc.

Location

5250 Transportation B Lvd, #100

Garfield Heights OH 44125

Advisors at this office

6

Advisors at this office

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Lawrence K

CFP®, Series 63, Series 65

Garfield Heights, OH

Stonex Advisors Inc.

Lawrence Kennard is a CFP® professional with 47 years of industry experience, currently serving at StoneX Advisors Inc. since 2015. He has a background that includes over a decade at StoneX Securities Inc. and long-term involvement with the L.P. Kennard Agency. Outside of advisory work, he is a board member of the St. Basil Catholic Church Finance Council. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and ERISA plan consulting through independent advisors and an in-house Private Client Group. The firm employs various strategies, including proprietary models and third-party managers, and supports multiple account structures and investment platforms.

ESG / Sustainable investing
user avatar

Gregory P

Garfield Heights, OH

Stonex Advisors Inc.

Gregory Pozar is a financial advisor with StoneX Advisors Inc. in Garfield Heights, Ohio, holding 30 years of industry experience. He has worked with StoneX Advisors Inc. since 2015 and StoneX Securities Inc. since 2014, and has also been involved with L.P. Kennard Agency since 1993. Outside of financial advising, he serves as an insurance agent with Kennard Financial Services, where he sells insurance and annuities. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, and ERISA plan consulting services. The firm delivers these through independent advisors and an in-house Private Client Group, utilizing various model-based and third-party solutions supported by integrated platforms for portfolio implementation and tax-aware services.

ESG / Sustainable investing
user avatar

Jeffrey K

Garfield Heights, OH

Stonex Advisors Inc.

Jeffrey Kennard is a financial advisor at StoneX Advisors Inc. with 18 years of industry experience. He has been with StoneX Advisors since 2015 and also operates Kennard Financial Services, a tax preparation business. Additionally, he holds a role as an insurance agent at Kennard Agency, Inc. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and ERISA plan consulting. The firm utilizes a variety of platforms and investment strategies, including proprietary models and third-party managers, to meet client needs.

ESG / Sustainable investing
user avatar

Richard M

Garfield Heights, OH

Stonex Advisors Inc.

Richard Maggio is a financial advisor with Stonex Advisors Inc. He holds over 41 years of industry experience, including tenure at StoneX Securities Inc. and Wrp Investments, Inc. Outside of his advisory role, he is involved in insurance sales as an insurance agent. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm uses a combination of independent advisors and an in-house Private Client Group to deliver customized investment strategies through proprietary models and third-party money managers.

ESG / Sustainable investing
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Donald R

Series 63

Garfield Heights, OH

Stonex Advisors Inc.

Donald Raybuck is a financial advisor at StoneX Advisors Inc. with 25 years of industry experience. He has been with StoneX Advisors since 2015 and previously worked at Wrp Investments, Inc. from 2001 to 2015. He holds a Series 63 designation. Outside of his advisory role, he is also an agent at a life insurance agency and works as a registered representative selling securities. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm uses a variety of investment platforms and strategies, including advisor-managed portfolios and third-party money managers, while supporting multiple account structures and offering periodic reviews and due diligence.

ESG / Sustainable investing
user avatar

Steven C

Series 63, Series 65

Garfield Height, OH

Stonex Advisors Inc.

Steven Cook is a financial advisor with StoneX Advisors Inc. in Garfield Heights, OH, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Prior to joining StoneX, he worked for Investment Network, Inc. for 20 years and also owns Matrix III Income Tax Service, LLC, a tax preparation business. He is additionally involved in life and health insurance sales. StoneX Advisors Inc. provides portfolio management, financial planning, and ERISA plan consulting services to individuals, corporations, retirement plans, and charitable organizations. The firm employs a variety of investment strategies through independent advisors and an in-house Private Client Group, utilizing multiple platforms and third-party managers.

ESG / Sustainable investing
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