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ABOUT

Robert A. Apple

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Robert A. Apple, MBA, AAMS

Partner/Wealth Advisor

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With over 30 years of experience in the financial industry, Rob has built a reputation as a qualified wealth advisor, helping individuals and families pursue their financial goals. Rob began his career in 1990 with Prudential Securities and has since worked for prominent firms including Advest, Ferris Baker Watts, RBC Wealth Management, Wunderlich Securities, and Raymond James. Today, he is proud to serve clients as part of the team at Stratos Wealth Management.

 

Rob holds both a Certified Public Accountant (CPA) designation and an Accredited Asset Management Specialist (AAMS) designation from the College of Financial Planning, showcasing his expertise in the areas of accounting and financial management. He earned his undergraduate degree in accounting from Miami University and his MBA in finance from Indiana University, providing him with a strong foundation in both technical knowledge and business strategy.

 

Throughout his career, Rob has been dedicated to delivering personalized financial advice, offering strategic solutions for investments, retirement planning, tax management, and wealth preservation. His approach is centered on building long-term relationships with clients and offering tailored strategies that align with their unique financial goals.

 

Rob lives in Solon, Ohio, with his wife Stefani and their 9-pound Shih Tzu, Clarence, who—despite being small—believes he’s the boss of the house (and sometimes even the financial planning process). They enjoy spending time with their three adult daughters, Dani, Marisa and Jillian. They are active members of Solon Chabad, and Rob has also served as the Past Chancellor of Deak Lodge Knights of Pythias.

 

When you work with Rob, you gain a knowledgeable and experienced financial advisor and a dedicated partner in managing your financial future. His goal is to make the complex world of finance easy to navigate and to help you make decisions that align with your values and aspirations.

 

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Robert A. Apple, MBA, AAMS®
Partner | Wealth Advisor


3750 Park East Drive, Suite 200

Beachwood, Ohio 44122-4348

Phone:  (440) 991-1124
Text:      (440) 991-1124
Cell:       (216) 695-5674
Fax:       (440) 991-1124
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LPL Financial Form CRS

Stratos Form CRS

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Check the background of your financial professional on FINRA's BrokerCheck.

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Securities offered through LPL Financial, member FINRA/SIPC

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The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents

of the states in which they are properly registered or licensed.

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Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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