About Stratos Wealth Partners

MISSION

My mission statement is to help my clients work toward financial independence through planning and proper risk management. We want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future. Our mission is to build a long-term relationship with me, their trusted and knowledgeable advisor. We aim to accomplish this through education, training integrity, and outstanding client service.

MEET THE TEAM

Grant Ulrick

Grant Ulrick
Partner

203-617-1501
gulrick@stratoswp.com

Grant Ulrick is a partner and Wealth Advisor with Stratos Wealth Partners, with offices located in Connecticut and Scottsdale, Arizona. Grant spent the last 15 years at Wells Fargo Advisors, and its predecessors. 2 ½ years with Webster Investments and 2 ½ years with Prudential Financial. Prior to that, Grant owned and operated an insurance claims business for 8 years. Grant has placed an emphasis on improving his client's financial condition, and helping them to work towards their financial goals while focusing on risk management techniques that seek to reduce stress in their lives.

Grant earned a CLU® designation and the CFP® designation. He holds several industry registrations including; Series 7, 9 and 10, 63 through LPL Financial and 65 through Stratos Wealth Partners. His main areas of concentration are Retirement Planning, Income Maximization, Investment Management, Post-Divorce Planning, Insurance, and Philanthropic Giving. Whether you are looking to Grow, Manage, or Pass-on wealth, Grant may be a good fit for you.

Grant grew up in Massachusetts, married, and had 3 children while residing in Glastonbury, CT. After a difficult divorce, He decided to add a focus to help people regain their lives after divorce. Grant and his wife, Donna, have been married 11 years and have second home in Arizona. They are actively involved in the community donating to several causes in both CT and AZ. Grant currently sits on the board of Directors of the Masonic Charity Foundation in CT. Grant is a member of the Financial Planning Association, and the Financial Service Professionals organizations, and, from 2012-2014 was awarded the Five Star Professional award for Wealth Management.*

* Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers


Victoria Bieler

Victoria Bieler
Insurance Specialist

203-617-1501
480-265-4477
vbieler@stratoswp.com

Victoria recently joined Stratos Wealth Partners with years of experience in the Finance Industry. Victoria has represented AFLAC insurance for the past five years along with working in the Property and Casualty industry for almost two years. She continues to be a valuable resource in the supplemental insurance industry and has broadened her offerings to greater assist her clients. Victoria now has the full service, tools, and guidance of Stratos Wealth Partners to provide clients with the best resources for their Medicare, supplemental health insurance, auto and home needs.

Victoria grew up in New York, has three almost grown children and has resided in Darien, CT for over 25 years. She is an active member of the community including serving as President of the PTO for four years, the budget coordinator for the Council of Darien Parents, and a member of the Darien Chamber of Commerce.


Holly Wheway

Holly Wheway
Branch Operations Manager

203-617-1501
480-265-4477
hwheway@stratoswp.com

Holly Wheway joined Stratos Wealth Partners in August 2017. She is the Operations Manager in the Danbury, CT Office. Holly started in this Industry back in 1997 as a Wire Operator with PaineWebber in Westport, CT who then transitioned to UBS Financial Services in Westport, CT. She has held several positions within her 13 years at UBS such as Assistant Operations Manager, Assistant to the Branch Manager and Senior Client Service Associate.

Holly grew up in Norwalk and Bethel, CT and Graduated from Bethel High School in 1994. She now lives in Sandy Hook, CT with her Husband Earl and their 2 young Children. She loves spending time with her family as much as possible and enjoys watching them participate in activities such as Yoga, Tennis and Skiing. She enjoys Krav Maga, Snowboarding and Barre classes in her spare time.

Holly strives to excel in customer service by making sure clients feel comfortable and safe while providing the best service possible


John Nilson

John Nilson
Wealth Advisor

480-762-0390
480-265-4477
jnilson@stratoswp.com

John Nilson is a Financial Advisor with Stratos Wealth Partners located in the Scottsdale, AZ office. John previously spent six years at LPL Financial with New York Community Bank, and its predecessors. Sixteen years with Webster Investment Services, and six years with Lason Financial. Prior to that, John worked at Aetna Insurance Company in their Bond Investment Dept.

With over 28 years of experience in the financial industry John has deepened client relationships specializing in investment wealth management, retirement planning, and the transfer of wealth to future generations. John’s expertise also includes a strong fixed income background. He provides the highest level of service, always putting his clients first in a professional manner with a personal touch. Whether you are looking to grow assets, manage, or pass wealth on to loved ones, John may be a good fit for you.

John’s credentials include earning a Bachelor of Science degree in Finance from Central Connecticut State University. He holds several securities licenses including the Series 7, 24, 63 held with LPL Financial, and the Series 65 with Stratos Wealth Partners. He also has his Arizona and Connecticut Life and Health Insurance licenses. John has been awarded numerous sales, and partnership awards throughout his career, and really enjoys helping people realize their financial goals.

John grew up in Connecticut and relocated to Phoenix, AZ in 2014. He has been married for 10 years and he and his wife have a son together. John is active in the community, enjoys traveling with his family, and all the benefits of living the southwestern lifestyle.


Tyler Dobbins

Tyler Dobbins
Director of Retail Operations

480-750-9640
480-265-4477
tdobbins@stratoswp.com

Tyler Dobbins joined Stratos Wealth Partners in August 2017 after transitioning from LPL Financial’s home office in Charlotte, NC. He is the Director of Retail Operations in the Scottsdale, AZ Office. Tyler started in 2011 at LPL as a Technical Support Specialist and in 2012, transitioned to the service side of LPL’s home office as a Service Integration Consultant.

Tyler grew up in Western, NC. He now lives in Scottsdale, AZ with Dawn and their 3 young Children. Tyler loves spending time with his family and friends. In his spare time, he enjoys Clemson football, skiing, racing, traveling and weight training.

Tyler excels in customer service by ensuring clients have a peace of mind while providing the best service possible.