James Spanos,
First Vice President, Wealth Management AdvisorNMLS #1475751
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.
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.
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.
