Chief Compliance Officer
Stratos Wealth Partners
Kathy Louttit is the Chief Compliance Officer and Legal Counsel for the regulated entities within the Stratos family of companies. Kathy is responsible for leading the compliance programs for Stratos and providing legal advice on regulatory matters, contract negotiations and acquisitions.
Kathy began her career as an associate with K&L Gates and began to work in the financial services industry for more than 20 years in the Legal Department at KeyBank and as Corporate Counsel and Chief Compliance Officer for regulated entities at CBIZ.
Kathy earned a Bachelor of Science Degree in Education from Miami University, a Masters Degree in Education from Governors State University and a law degree from The University of Toledo College of Law.
Kathy Louttit is not
formally affiliated with
Marquis Wealth Group.
Chief Information Security Officer
Stratos Wealth Partners
Jacob Stewart is the Director of Information Technology for Stratos Wealth Partners. His team provides full-service helpdesk support firm-wide. Along with supervising the IT department, Jacob’s responsibilities include management and support of all technology assets, developing business continuity & strategic plans, administering IT policies and procedures, and auditing information systems for compliance and security standards.
Jacob has over 15 years of experience in the technology field. Prior to joining Stratos Wealth Partners in 2009, he provided IT consulting, network administration and network security to his clients. Jacob brings valuable industry knowledge, technical capabilities and leadership skills to his current role that he has obtained throughout his earlier career where he served in roles as a network technician, systems administrator and IT consultant.
Jacob attended Youngstown State University where he studied Computer Information Systems and played collegiate football. His IT certifications include MCITP, CCSA and he is currently obtaining his ITIL v3 and MCSE certification.
Jacob Stewart is not
formally affiliated with Marquis Wealth Group.
Managing Partner
Stratos Wealth Partners
Bobbie Meola is the Managing Partner with Stratos Wealth Partners based in the Scottsdale, Arizona office. With over thirty-three years in the financial services industry, her expertise has been honed through various roles, including Senior Vice President - Investments & Complex Manager at Wells Fargo Advisors in Phoenix and a similar position at Smith Barney for nearly fifteen years.
Throughout her career, she has been consistently acknowledged for building strong interpersonal relationships and have been a sought-after speaker at national, regional, and local conferences and workshops. She holds the Series 8, 7, and 63 with LPL Financial and the Series 65 with Stratos Wealth Partners, along with Arizona Life, Health, and Disability Insurance Licenses.
Bobbie Meola is not
formally affiliated with
Marquis Wealth Group.
Copyright© 2023 Marquis WEALTH Group-All Rights Reserved. All entities are separate and unaffiliated with LPL Financial. SECURITIES offERED THROUGH LPL FINANCIAL, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH STRATOS WEALTH PARTNERS, A REGISTERED INVESTMENT advisor. stratos wealth partners AND THE MARQUIS GROUP ARE SEPARATE ENTITIES FROM LPL FINANCIAL. THE LPL FINANCIAL REGISTERED REPRESENTATIVES ASSOCIATED WITH THE SITE MAY ONLY DISCUSS AND/OR TRANSACT SECURITIES BUSINESS WITH RESIDENTS OF THE FOLLOWING STATES:
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