Local Clients Get a New Face at Stratos: Bill Coates Joins Sewickley, Grove City and Morgantown Offices

Experienced advisor Bill Coates joins Stratos and begins serving three regional offices

Stratos Wealth Partners said today that financial advisor Bill Coates will join its team to serve clients in Sewickley, Pennsylvania; Grove City, Pennsylvania; and Morgantown, West Virginia, effective immediately. The firm identified Coates as a seasoned planner who will work with individuals, families and business owners across western Pennsylvania and northern West Virginia.

“We are excited to welcome Bill to the Stratos family,” the firm said in a statement announcing the hire. “His local ties and client-focused approach will strengthen our ability to deliver personal financial guidance in these communities.”

A local planner with deep industry experience

Stratos’ announcement describes Coates as a veteran financial advisor with long experience in wealth management and retirement planning. The firm noted that he holds professional credentials and industry licenses typical of senior advisors and that he has spent much of his career serving clients in the Western Pennsylvania–Northern West Virginia region.

Those background details suggest Coates brings both technical know-how—on topics such as retirement savings, income planning and tax-aware strategies—and local context, which matters for clients facing the region’s mix of small businesses, farmers, and retirees. The firm highlighted his familiarity with the financial needs of families and business owners in Sewickley, Grove City and Morgantown.

What Coates will do for clients and how he fits into Stratos’ model

At Stratos, Coates will offer a range of advisory services aimed at long-term planning rather than quick trades. The firm says he will provide financial planning, retirement income design, investment oversight and guidance tailored to individuals, families and privately held businesses. He will also collaborate with Stratos’ team of planners and investment professionals when clients need broader resources such as estate planning support or specialized tax strategies.

The role fits Stratos’ model of having local advisors who combine day-to-day client contact with access to a larger firm’s investment, compliance and operational systems. For regional clients, that means working with a local person who can meet in-town while drawing on centralized tools and research behind the scenes.

Why Stratos is expanding its advisory footprint

Stratos framed the hire as part of a measured push to deepen its presence in local markets. The firm said adding advisors like Coates helps deliver more face-to-face access for clients and strengthens relationships in communities where personal connections still drive financial decisions.

“Our goal is to make high-quality advice available close to where people live and work,” a Stratos leader said in the announcement. “Bringing on trusted local advisors is how we do that.” Coates added that he looks forward to joining a team that combines local service with broader firm support.

How to connect with Coates and practical next steps for interested clients

Coates will be seeing clients by appointment at Stratos’ Sewickley, Grove City and Morgantown offices. Prospective clients can contact the nearest office by phone during normal business hours to request an introductory meeting, or visit Stratos Wealth Partners’ website for office contact information and to schedule a consultation. The firm’s announcement says walk-in availability will be limited; most initial meetings are arranged in advance so advisors can review a client’s needs ahead of time.

For residents of the three communities named, the hire means another nearby option for personal financial planning and a familiar face at the end of the phone when it’s time to plan for retirement, manage investments, or prepare a business succession plan.

Sources

• prnewswire.com