James Spanos
,
First Vice President, Wealth Management Advisor
NMLS #1475751
110 North Duke St
Lancaster, PA 17602
717.295.5618
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Understanding your life priorities is an important part of the relationship with you. It’s not just about markets and returns, it’s about what matters most to you.  I can collaborate to help create a personalized plan designed around you, your family, your goals and your aspirations.
Profile

James Spanos has been with Merrill Lynch Wealth Management in Lancaster, PA since 2015. He believes wealth isn't only about performance of your portfolio, but also about how you live your life and your meaningful goals you want to achieve. James wants to focus on developing financial strategies for high-net worth individuals and their families. He believes Merrill's wealth management philosophy is different, because Merrill place the investor at the focus and not the market. Working with James means you have a trusted advisor helping you pursue your goals. He is committed to understanding your unique concerns, priorities, and financial resources.

James holds the series 7 and 66 FINRA registrations and is a certified Life, Health, Accident and Annuities Insurance Producer. He graduated from Shippensburg University, with two degrees, a B.A. in finance and personal financial planning. During his time at Shippensburg, James was an accomplished athlete earning All-American honors in baseball. He currently is involved as an active member of the Shippensburg University Alumni and enjoys golfing in his free time. He also is involved with the local community volunteer with Civitas Lancaster . James and his wife, Samantha, live in Lancaster, PA with their children Audriana, JJ and Kennedy and dog, Duke.
 

Recognition
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
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About Me
Welcome

As your Merrill advisor, I offer advice and guidance based on your goals and priorities -- for yourself and your family. Our approach to financial planning places you -- not the market -- at the center of our focus. I can help you understand the pros and cons of every potential decision, and help you maintain discipline so you can pursue your most important goals. As your needs or market conditions change, I will continue to collaborate with you and help you organize your financial life so that we can agree upon adjustments to your plan, as needed.

Meet Our Professional Staff
Terrisa L Hohn
Wealth Management Client Associate
717.295.5667
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Courtany E. Heckman
Wealth Management Banking Specialist
Kevin Engelstad
Retirement Specialist
Diane Gentile-Shapcott
Senior Wealth Management Lending Officer
NMLS #652356
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
James Spanos is registered to do business in AZ, CA, CO, FL, GA, IL, MA, MD, MO, NC, NJ, NY, PA, RI, SC, TN, TX, VA, VT, WI, WV.