Terrence A. McKelvey, CFP®, ChFC®, CRPS®, CRPC®
Partner | Wealth Advisor
Terrence is a specialist in guiding professional athletes and families in working to grow and maintain wealth, from the beginning of their financial lives through the continuing stages of generational wealth.
Terrence is a graduate of the Honors Program at Lincoln University of Pennsylvania with a Bachelor of Science degree in economics and a Life Member of Omega Psi Phi Fraternity Inc. He is a Certified Financial Planner Professional, Chartered Financial Consultant, Chartered Retirement Plans Specialist and Chartered Retirement Planning Counselor.
Terrence manages the Beverly Hills & Buffalo NY office locations and is continuously recognized in his community for being a source for financial advice. He has been interviewed on local morning news TV and talk radio, written about and quoted in local papers, and asked to speak about financial matters to professional athletes by sports teams, to students by universities, fraternal groups, and countless other organizations.
Terrence grew up skiing in Buffalo NY, competing in downhill racing events across the east coast, and has been a practitioner of Taoist Tai Chi for 20 years, voluntarily teaching tai chi for health for much of that time. He proudly brings this same determination and balanced approach to his clients through his work on their behalf. In 2009 Terrence passed all 6 prerequisite CFP exams and the Certified Financial Planner Board Exam in 4 months, as well as the remaining 3 exams for the Chartered Financial Consultant (ChFC) designation in 6 weeks, a task that takes most applicants 2-3 years to accomplish.
THE STRATOS STORY
Jeffrey Concepcion , Founder and CEO, launched Stratos Wealth Partners in November of 2008 to fulfill a growing need among experienced, sophisticated advisors and their accomplished clients. Jeff, like many others, had become increasingly dissatisfied with existing brokerage models that made it more and more difficult for advisors to place their clients’ interests first.
Stratos Wealth Partners provides advisors and their clients with a distinctly different wealth management experience. One that effectively elevates all aspects of the financial and investment management experience for clients seeking more personalized concierge level service and innovative thought leadership. Stratos provides access to a wide range of financial products and strategies available in the marketplace today without the restrictions and conflicts of interests commonly found in most large brokerage firms and investment banks.
Terrence A. McKelvey, CFP® became a Partner bringing years of experience in the financial industry having initially getting registered in 1997 and has helped Stratos Wealth Partners expand into Buffalo New York and Beverly Hills California, further enhancing the national network of distinguished, experienced financial advisors and financial planning practitioners spread throughout the country.
At Stratos we believe in sharing our values unconditionally because we are all in this together.