Dimitri Spanos Email & Phone Number

Dimitri A. Spanos is a Senior Director-Investments at Oppenheimer & Co. Inc., in the Scottsdale, Arizona location. During Dimitri’s 22 year career he focuses on providing comprehensive wealth management to high-net-worth individuals, families, and small-to-mid sized businesses. Dimitri also works directly with CPAs, estate attorneys, business brokers, and trust officers, to address his client’s personal needs and goals, and to provide well rounded exceptional client experience. Dimitri focuses on delivering a comprehensive approach to private wealth management that begins with listening to clients’ needs to help ensure strategies match objectives and account for risk. . This holistic, goals-based approach is essential for all of Dimitri’s client-advisor relationships, in which Dimitri acts as a true collaborator and steward of capital. Dimitri strongly believes in investing with a purpose in order to help provide practical results. Additionally, Dimitri believes in a team approach which combines trust, knowledge, and adaptable investment strategies–all of which help to provide the highest standard of service for all of Dimitri’s clients. Dimitri graduated from Grand Canyon University with a degree in Bachelor of Science in Finance. Dimitri also holds the FINRA Series 6, 7, 63, 65, 31 and SIE registrations. Dimitri is also licensed for Life, Disability and Long-term care Insurance in Arizona. Dimitri lives in Scottsdale, AZ with his wife and two children. Dimitri enjoys gardening, playing basketball and spending quality time with his family, dog and two cats. In Dimitri’s spare time, he likes to travel for various philanthropic causes. Giving back to the community is extremely important. CIMA® Dimitri received the Certified Investment Management Analyst (CIMA)® designation from the Investment Management Consulting Association through coursework at The Wharton School of Business, the University of Pennsylvania.I am licensed in the following States: AZ, CA, CO, FL, KS, MI, MO, NJ, OH, PA. Any information contained herein pertaining to a securities business should not be considered a solicitation to buy or sell any securities or financial products, and is otherwise not intended for anyone who does not reside in those States. Links are being provided for informational purposes only. Please go to www.oppenheimer.com/legal/social-media-policies.aspx for important information regarding social media and posted content. For a direct link to the disclosures, please click on Disclaimers in the Contact Info section of my profile.

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  Senior Director - Investments

  Oppenheimer & Co. Inc.

  Jan 2022 - Present - Scottsdale, Arizona

  Investments