Timothy Shaw Joins Stratos Wealth Partners to Launch Advisory Firm

Significant Milestone in Financial Advisory

Timothy Shaw has taken a bold step in his career by joining Stratos Wealth Partners, unveiling his new venture, Shaw Planning & Advisory. With a remarkable history spanning almost three decades in the financial landscape, Shaw's expertise is poised to enrich the services offered by Stratos.

Career Highlights

Shaw's journey in finance commenced in 1997. Starting as a trader, he honed his skills across various financial instruments, including equities, options, commodities, and ETFs. In 2006, he founded Shaw Trading, where he excelled as both owner and Portfolio Manager. The year 2013 was pivotal for Shaw as he transitioned into private wealth management, directing his focus towards individuals and families, and emphasizing comprehensive financial planning and investment management.

His solid background in institutional trading informs his disciplined approach to market strategies and risk management—principles that have consistently shaped his advisory style.

New Beginnings at Stratos Wealth Partners

Michael O'Brien, Stratos Wealth Partners' Managing Partner and National Director of Sales, welcomed Shaw warmly, describing his institutional market experience and client-centric planning as a rare blend that aligns perfectly with Stratos’ core values. O'Brien believes that Shaw's arrival reinforces their strong foundation as he embarks on this new chapter.

Shaw’s excitement resonates as he expresses his commitment to creating a practice that is dedicated to providing holistic financial guidance to his clients. He emphasized the importance of a planning-first approach, which will be further enhanced through Stratos' extensive resources and platform.

Educational Background

Shaw holds an MBA from the prestigious Fordham University Graduate School of Business, which complements his bachelor's degree from Lafayette College. His credentials are further distinguished by his designation as a CERTIFIED FINANCIAL PLANNER®, highlighting his dedication to maintaining high professional standards and continuous learning within the financial advisory sector.

Shaw Planning & Advisory's Vision

Positioned in Garden City, New York, Shaw Planning & Advisory is set to offer a comprehensive suite of financial services to clients. By leveraging Stratos Wealth Partners' infrastructure, Shaw aims to promote long-term growth paired with disciplined financial strategies tailored to individual client needs.

For anyone seeking reliable and experienced financial guidance, Shaw Planning & Advisory promises to be a transformative player in the market. Clients are encouraged to benefit from Timothy Shaw’s extensive knowledge and the robust support of Stratos Wealth Partners.

Contact Information
Shaw Planning & Advisory
65 Hilton Avenue
Suite 210
Garden City, New York 11530
Phone: 516-620-7114
Website: shawplad.com
Email: [email protected]

Investment advice is provided through Stratos Wealth Partners, Ltd., a federally registered investment advisor. It’s important to note that while Shaw Planning & Advisory operates under the Stratos umbrella, the two entities are distinct.