Hey!
I'm George, Client Service Specialist at Stratos Private Wealth. I joined our firm with extensive experience rooted in both the finance industry and client service. After graduating California University San Marcos, I accepted a role with TD Ameritrade where I progressed quickly through performance and self development, earning several promotions. For me, the most rewarding part of my career has been making positive impacts on clients who are navigating their financial journey's. Being able to interact with clients to understand their needs has reaffirmed my career choice 10x over.
When I'm not working I can often be found traveling to new destinations, hiking, watching baseball. In college, I actually created a marketing project that was selected to be used by the San Diego Padres, which was a big personal highlight as a fan.
