216-288-3050

shilal@stratoswp.com

Focus

Identifying investment and financial goals and creating working plans that pursue those goals utilizing planning tools.

Background & Experience

Samer was born as the youngest of four children in his family of moderate means. He grew up in Damascus, Syria and always dreamt of moving to the United States one day to live the life where everyone has an equal opportunity. As a child, he always imagined himself associating with Wall Street and working in the investment world. As an immigrant, Samer always believed that working hard within the confines of a plan will lead to the desired results.

Samer began his investment career in 1995 as a Financial Advisor with Dean Witter (later became Morgan Stanley) in Cleveland, OH where he sharpened his fundamental skills in Finance & Investments.

In 2005, he joined JP Morgan Securities where he spent the next 14 years assisting clients in developing their personalized Financial & Investment plans and utilizing the various investment products and tools to assist in pursuing those plans. Samer believes that investment goals are to be reviewed regularly to make the appropriate alterations as clients live their lives.

Samer joined Stratos Wealth Partners in July of 2020.

Down Time

Samer spends his down time with his wife Luna & their two daughters Gia & Naya looking for adventures whether they are exploring new places in Cleveland or traveling throughout the US.