OUR STRATEGIC PARTNERS
Director of Financial Planning
Rachelle Kovacs has been with Stratos Wealth Partners since its inception and as Director of Financial Planning she is responsible for the management of the financial planning programs offered through SWP and the development of customized financial plans that Stratos builds on their clients’ behalf. She holds her CERTIFIED FINANCIAL PLANNER™ professional designation, as well as her Series 7 registration through LPL Financial, the Series 66 registration through LPL Financial and Stratos Wealth Partners, and life and health registrations.
Rachelle brings over 15 years of industry experience to her role, having previously held a multitude of roles with reputable financial services organizations throughout the Cleveland area. Prior to joining Stratos, Rachelle was a Financial Planner with UBS Financial Services in Cleveland, Ohio. Previous to that, Rachelle spent four years affiliated with Sagemark Consulting, a division of Lincoln Financial Network. During her tenure she held roles directly related to the analysis, review and compilation of financial plans for a wide spectrum of clientele including business owners, professionals and multi-generational families.
In her spare time, Rachelle enjoys spending time with her family, children and dog, sporting activities, boating and photography.
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Investment advice offered through Stratos Wealth Partners, Ltd., a SEC registered investment advisor.