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Linda Tekavec, FPQP®

Planning Specialist | Practice Manager

With more than 17 years of experience in the financial services industry, Linda is passionate about helping clients navigate important financial decisions while ensuring a seamless and exceptional client experience.

As Planning Specialist and Practice Manager at Pistone Wealth Advisors, she supports both the operational and planning sides of the practice. Her role includes coordinating financial planning initiatives, preparing and analyzing client information, assisting with retirement, investment, and wealth management strategies, and helping advisors deliver comprehensive financial guidance tailored to each client's goals.

In addition to supporting the planning process, she oversee the day-to-day operations of the practice, helping ensure efficiency, compliance, and a high level of service for our clients. She enjoys building meaningful relationships and takes pride in creating an environment where clients feel welcomed, informed, and confident in their financial future.

Her professional credentials include the Series 7, Series 63, Series 65, Life & Health Insurance licenses, Notary Public designation, and the Financial Paraplanner Qualified Professional™ (FPQP®) designation.

She is committed to continuous learning and professional growth while helping individuals and families pursue their financial goals with confidence.

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Investment advice offered through Stratos Wealth Advisors, LLC a Registered Investment Advisor. Stratos Wealth Advisors, LLC and Pistone Wealth Advisors are separate entities. 

Pistone Wealth Advisors

ltekavec@pistonewealth.com

29525 Chagrin Blvd #305

Pepper Pike, OH 44122

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©2017 Pistone Wealth Advisors

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Form CRS

 

Investment advice offered through Stratos Wealth Advisors, LLC a Registered Investment Advisor. Stratos Wealth Advisors, LLC and Pistone Wealth Advisors are separate entities. 

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IMPORTANT INFORMATION:

Public information concerning Stratos Wealth Advisors, LLC, including the current written disclosure Brochure discussing our advisory services and fees, is available at https://adviserinfo.sec.gov/firm/summary/283816.

 

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

 

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