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Strategic Relationships & Fidelity Bank

Professional Relationships

We believe that proactive and open communication with your financial, tax and legal professionals is critical to helping you pursue your financial goals. Clear communication between your professional relationships is the only way to help ensure your tax, estate and investment planning needs are aligned with your objectives.

We are happy to work with your attorney, tax advisor or other professionals to coordinate your strategies. For your convenience, we can also provide you with referrals to the outside professionals we work with on a regular basis.

Our broad network of professional partners span multiple disciplines, including accounting, legal, mortgage, banking, property and casualty insurance, and more to help ensure you have access to the advice and guidance you require throughout the financial decision-making process.

Fidelity Bank

Stratos is proud of our partnership with Fidelity Bank.  Fidelity Bank's mission is to remain the long-term institution of choice in the marketplace. Seeking to continually improve and enhance their rich heritage of over 100 years, Fidelity partners with Stratos Wealth Management to provide financial planning, investment advisory, retirement planning, estate planning and corporate services to their clients. Fidelity Bank works hard to develop strong relationships with their clients, built on trust, which is why they chose Stratos for this partnership.  

“Our focus is our consultative approach to banking that puts our clients and our communities first,” Fidelity Bank President and CEO Chris Ferris said. “We’re committed to be a full-service financial institution and our partnership with Stratos Wealth Partners will help us fulfill this commitment as well as our mission of being here for good.”

*Securities are offered through LPL Financial (LPL), a registered broker-dealer  (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Investment advice offered through [ Hybrid RIA Name ], a registered investment advisor and separate entity from LPL Financial. Fidelity is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using [ Hybrid RIA name ], and may also be employees of Fidelity.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Fidelity or [ hybrid RIA name ]. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value