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Bill Garten Email & Phone Number
Partner and Wealth Advisor
at
Smooth 401k
1 work email found
@stratoswealthpartners.com
1 phone found area 216
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner and Wealth Advisor
Location
Hudson, Ohio, United States
Company size
Who is Bill Garten? Overview
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Quick answer
Bill Garten is listed as Partner and Wealth Advisor at Smooth 401k, a with 8 employees, based in Hudson, Ohio, United States. AeroLeads shows a work email signal at stratoswealthpartners.com, phone signal with area code 216, and a matched LinkedIn profile for Bill Garten.
Bill Garten previously worked as Partner/Wealth Advisor at Smooth 401K and Partner - Wealth Advisor at Stratos Wealth Partners. Bill Garten holds Masters Of Fine Arts, Creative Writing from Ashland University.
Company email context
Email format at Smooth 401k
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{first_initial}{last}@stratoswealthpartners.com
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AeroLeads found 1 current-domain work email signal for Bill Garten. Compare company email patterns before reaching out.
Profile bio
About Bill Garten
As a Partner and Wealth Advisor at Stratos Wealth Partners, I have more than 25 years of experience in providing comprehensive financial planning and investment management services to individuals, families, and businesses. I specialize in retirement and portfolio management strategies, using a variety of financial instruments, such as mutual funds, bonds, stocks, ETFs, alternative investments, REITs, annuities, and insurance products.My mission is to help my clients understand and optimize their investment portfolio performance, as they move towards retirement and beyond. I also handle 401k plans for small and large companies, offering various investment platforms to regional banks and credit unions. I approach investments and their markets both technically and fundamentally, and tailor my advice to each client's unique needs and goals. I am a member of the Fidelity Advisor Council and hold multiple licenses and certifications in the financial industry.
Listed skills include Mutual Funds, Series 7, Retirement, Investments, and 20 others.
Current workplace
Bill Garten's current company
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Smooth 401K
7 roles
Bill Garten work experience
A career timeline built from the work history available for this profile.
Partner/Wealth Advisor
Current
Sep 2024 - Present
Partner - Wealth Advisor
CurrentStratos Wealth PartnersSecurities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Investment Advice offered through Stratos Wealth Partners Ltd, a registered investment advisor. Stratos Wealth Partners, Ltd is a separate entity from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial 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.
Dec 2011 - Present
Assistant Vice President/Financial Advisor
Manage $60,000,000 in client assets and invest client's money in the stock market via mutual funds, stocks, bonds, annuities, etc. Also manage 401k Plans for various companies. On Fidelity Advisor Council for 2004, 2005, and 2006.
Apr 2006 - Dec 2011
Assistant Vice President
Wachovia Securities (Formerly Prudential Securities Now Wells Fargo)
Also managed 20 401K plans for various large and small companies. Won Top Gun Award in 1998 - Award given in NYC upon graduation. Licenses held are Series 7, Series 63, Series 65, and Life, Health, and Long Term Care. Transitioned book of business over to Merrill Lynch.
Apr 1998 - Aug 2006
National Sales Manager
Wsaz Tv 3 (Nbc Affiliate)
Managed 85 sales reps and handled National Sales for Top 50 NBC affiliate. Handled large political dollars out of Washington D.C. Sold and serviced 23 cities from New York to Los Angeles where I negotiated large contract and other major advertisers. Was promoted from Local Sales Rep to Regional Sales Rep to NSM. Increased sales every year and left to accept position as Financial Advisor in Financial Industry.
Mar 1985 - Apr 1998
Independent Sales Rep
Bostitch Textron
Represented Bostitch-Textron, Duofast, Spenax, and other companies. Sold pneumatic nailers and staplers to contractors, manufacturers, pallet makers, and office supplies. Left position to accept WSAZ-TV-3 sales position.
Jun 1976 - Mar 1985
5 education records
Bill Garten education
Masters Of Fine Arts, Creative Writing
B.A., English
B.A., English
Master Of Fine Arts - Mfa, English Language And Literature/Letters
Bachelor Of Arts - Ba, English Language And Literature/Letters
FAQ
Frequently asked questions about Bill Garten
Quick answers generated from the profile data available on this page.
What company does Bill Garten work for?
Bill Garten works for Smooth 401k.
What is Bill Garten's role at Smooth 401k?
Bill Garten is listed as Partner and Wealth Advisor at Smooth 401k.
What is Bill Garten's email address?
AeroLeads has found 1 work email signal at @stratoswealthpartners.com for Bill Garten at Smooth 401k.
What is Bill Garten's phone number?
AeroLeads has found 1 phone signal(s) with area code 216 for Bill Garten at Smooth 401k.
Where is Bill Garten based?
Bill Garten is based in Hudson, Ohio, United States while working with Smooth 401k.
What companies has Bill Garten worked for?
Bill Garten has worked for Smooth 401K, Stratos Wealth Partners, Merrill Lynch, Wachovia Securities (Formerly Prudential Securities Now Wells Fargo), and Wsaz Tv 3 (Nbc Affiliate).
How can I contact Bill Garten?
You can use AeroLeads to view verified contact signals for Bill Garten at Smooth 401k, including work email, phone, and LinkedIn data when available.
What schools did Bill Garten attend?
Bill Garten holds Masters Of Fine Arts, Creative Writing from Ashland University.
What skills is Bill Garten known for?
Bill Garten is listed with skills including Mutual Funds, Series 7, Retirement, Investments, 401K, Financial Advisory, Securities, and Fixed Annuities.
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