David Vespoli

291 North Cleveland Massillon Rd Ste 100

Akron, OH

44333-8357

Phone:

Email:

330-664-2278

David Vespoli is a Partner and Wealth Advisor at Stratos Wealth Partners, an advisor run organization that specializes in financial planning for their clients’ every need. Stratos is a national network of advisors powered by LPL Financial. David works with attorneys and tax professionals to assist clients in effectively managing wealth in a tax efficient method.

 

David brings ten years of experience in the financial services industry to his clients. Prior to joining Stratos Wealth Partners, David began his financial career with UBS Financial Services and Morgan Stanley. David grew a financial practice by educating individual investors in the fundamentals of successful wealth management. David advises his clients on growing their personal wealth as well as providing comprehensive corporate retirement plan services including negotiating 401(k) plan cost analysis and objective investment analysis for the participants.

 

David has a Bachelor of Science in Business Administration from Bowling Green State University. David pursued his education earning an MBA from Baldwin-Wallace College. Also, David has obtained many securities registrations including FINRA Series 7 & 31 registrations through LPL Financial and series 66 registration through LPL and Stratos Wealth Partners, as well as licenses in Life Insurance, Health Insurance and Annuities, and has completed several estate-planning courses.

 

David’s community involvement includes being an instructor for Strongsville City Schools Continuing Education Program teaching a Personal Financial Course. David has been a member of the Broadview Heights Lions Club, the Rotary Club of Strongsville, the Akron Toastmasters Club, an Advisory Board Member of Akris, LLC., also a founding member of the Rainmakers Northeast Ohio and the Founder of the Business Alliance Group for small business. David resides in Strongsville with his wife, Eve, and two daughters.

August Wealth Advisors, LLC

The Loft, 101 Franklin Street, Suite A 

Westport, CT 06880

Toll free : 800-985-9477

Direct: 916-461-9451

Investment advice offered through Stratos Wealth Advisors, LLC, a Registered Investment Advisor DBA August Wealth Advisors, LLC.

August Wealth Advisors, LLC offers its financial services through Stratos Wealth Advisors LLC (“Stratos”), a Registered Investment Advisor with the U.S. Securities and Exchange Commission (the “SEC”). Registration with the SEC does not imply a certain level of skill or training. Public information concerning Stratos Wealth Advisors is available at https://www.adviserinfo.sec.gov/IAPD/Default.aspx.

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