Beverly Hills Chamber

of Commerce

Membership


TESTIMONIALS

Jon Gluck

Beverly Hills Chamber has been a powerful resource for our company since we launched in 2013. From day one, the hard working team at the Chamber has gone out of their way to create opportunities for us. They provide us with valuable guidance, introduce us to quality people and potential customers, and involve us in marketing programs that help grow our brand. Winning the 2014 Golden Palm Award for Innovation was an especially exciting and valuable experience as it further established our company’s credibility in the community. We count Beverly Hills Chamber as one of our strongest supporters and a key contributor to our success. The sky’s the limit with Beverly Hills Chamber by your side.

Jon Gluck – President – Beverly Hills 90H20

More Testimonials

Stratos Wealth Partners, Ltd.

Categories

Financial Planning & Services

About Us

Stratos Wealth Partners is an advisor run organization that specializes in the practice and execution of comprehensive financial planning and implementation services. Stratos is a national network of distinguished, experienced financial advisors located throughout the country. Our comprehensive menu of wealth management services is similar in scope to others in the industry. However, our execution of those services is personalized. We know you have numerous choices when it comes to establishing your plan for financial independence. We focus not only on the products that help address your needs, but apply such strategies to help create a comprehensive plan.

Stratos Wealth Partners, an SEC Registered Investment Advisor, manages over $5.74 billion in advisory assets, and advises through LPL Financial, over $6.68 billion in brokerage and third party managed assets for a total of $12.42 billion as of March 31, 2018

Terrence McKelvey is a Partner and Wealth Advisor affiliated with Stratos. Terrence’s practice focuses on fiduciary management in the areas of financial and life planning for individuals centered on retirement and pre-retirement strategies. He is a professional who genuinely enjoys his work. Assisting clients in the fulfillment of their financial goals is a great source of satisfaction.

Images

Speaking to kids about careers
WIVB TV news interview about managing your money
We help pro athletes as well
WIVB TV news interview about managing your money
Certifications
In the news
In the news
Before a big Buffalo Bills game
Working hard for clients
Certified Financial Planner Professional
We're on the 9th floor above Ocean Prime by Rodeo & Wilshire Blvd
Plan your finances for a bright family future
Beverly Hills Highschool, speaking to kids about careers

Rep/Contact Info

Card image cap
Terrence McKelvey, CFP®
Partner | Wealth Advisor

Share This Page:
Stay Connected:
Subscribe to the Chamber Newsletter
STAY CONNECTED
Sign up for our newsletter