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Innhold levert av Kevin Simpson. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Kevin Simpson eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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Jeff Concepcion on CoveredCalls with Kevin Simpson

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Manage episode 340520738 series 3291178
Innhold levert av Kevin Simpson. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Kevin Simpson eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Jeff Concepcion, Founder and CEO of Stratos Wealth Partners, joins Kevin Simpson on this episode of CoveredCalls.
About Jeff:
Jeffrey Concepcion is the Founder and CEO of Stratos Wealth Partners and host of The Evolving Advisor podcast. Jeff started Stratos in October of 2008 with the intention of creating an organization to fulfill a need for sophisticated advisors and their clients, by constructing a firm with the infrastructure, resources and support necessary to allow them to focus on their core competency, advising their clients.
Prior to starting Stratos Wealth Partners, Jeff spent 22 years in senior management positions with Lincoln Financial Network, including being the Executive Director for the Eastern Region. He was responsible for fully one-third of the United States. He was then appointed Senior Vice President of Market Access and a member of the Executive Committee; where he was on one of only a handful of executives responsible for Lincoln’s entire retail financial services business.
Learn more about Stratos Wealth Partners:
Twitter
LinkedIn
Website
Connect with Jeff on LinkedIn
Follow Kevin Simpson & Capital Wealth:
Twitter: https://twitter.com/CoveredCalls​​​
LinkedIn: https://www.linkedin.com/in/kevinsimpsoncwp
LinkedIn: https://www.linkedin.com/company/capital-wealth-planning

Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com​​
Disclosures: https://capitalwealthplanning.com/social-media-disclosures

  continue reading

29 episoder

Artwork
iconDel
 
Manage episode 340520738 series 3291178
Innhold levert av Kevin Simpson. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Kevin Simpson eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Jeff Concepcion, Founder and CEO of Stratos Wealth Partners, joins Kevin Simpson on this episode of CoveredCalls.
About Jeff:
Jeffrey Concepcion is the Founder and CEO of Stratos Wealth Partners and host of The Evolving Advisor podcast. Jeff started Stratos in October of 2008 with the intention of creating an organization to fulfill a need for sophisticated advisors and their clients, by constructing a firm with the infrastructure, resources and support necessary to allow them to focus on their core competency, advising their clients.
Prior to starting Stratos Wealth Partners, Jeff spent 22 years in senior management positions with Lincoln Financial Network, including being the Executive Director for the Eastern Region. He was responsible for fully one-third of the United States. He was then appointed Senior Vice President of Market Access and a member of the Executive Committee; where he was on one of only a handful of executives responsible for Lincoln’s entire retail financial services business.
Learn more about Stratos Wealth Partners:
Twitter
LinkedIn
Website
Connect with Jeff on LinkedIn
Follow Kevin Simpson & Capital Wealth:
Twitter: https://twitter.com/CoveredCalls​​​
LinkedIn: https://www.linkedin.com/in/kevinsimpsoncwp
LinkedIn: https://www.linkedin.com/company/capital-wealth-planning

Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com​​
Disclosures: https://capitalwealthplanning.com/social-media-disclosures

  continue reading

29 episoder

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