NEW ORLEANS — Fidelity Bank President and CEO Chris Ferris announced Fidelity Bank has entered into a partnership with Stratos Wealth Partners of New Orleans to offer wealth management services to Fidelity Bank clients. Locally owned and operated, Stratos will provide a variety of services including financial planning, investment advisory, retirement planning, estate planning and corporate services.
“Our focus is our consultative approach to banking that puts our clients and our communities first,” Ferris said. “We’re committed to being a full-service financial institution and our partnership with Stratos Wealth Partners will help us fulfill this commitment as well as our mission of being here for good.”
As Fidelity Bank’s full-service wealth management partner, Stratos Wealth Partners is staffed with local, experienced investment professionals who bring a combined 125 years of experience to the partnership. An independent practice, Stratos Wealth Partners primarily serves clients in the Greater New Orleans area.
“We pride ourselves on providing an unparalleled level of service to private clients, families and businesses,” said Claiborne Perrilliat of Stratos. “We look forward to serving the clients of Fidelity Bank in the same way. This is an incredible opportunity to collaborate with one of our communities oldest and most respected financial institutions.”
