Chief Executive Officer
Current
Oct 2024 - Present
AeroLeads people directory · profile
James J. Spinelli, Chfc® Email & Phone Number
Chief Executive Officer
at
Great Valley Advisor Group
1 work email found
@greatvalleyadvisors.com
2 phones found area 610
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Executive Officer
Location
Greater Philadelphia, United States, United States
Who is James J. Spinelli, Chfc®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
James J. Spinelli, Chfc® is listed as Chief Executive Officer at Great Valley Advisor Group, based in Greater Philadelphia, United States, United States. AeroLeads shows a work email signal at greatvalleyadvisors.com, phone signal with area code 610, and a matched LinkedIn profile for James J. Spinelli, Chfc®.
James J. Spinelli, Chfc® previously worked as Founder + COO at Great Valley Advisor Group and Advisory Board Member at Advisorbob. James J. Spinelli, Chfc® holds Master Of Science In Finance (Msf), Finance from Indiana University - Kelley School Of Business.
Company email context
Email format at Great Valley Advisor Group
This section adds company-level context without repeating James J. Spinelli, Chfc®'s masked contact details.
*@greatvalleyadvisors.com
68% confidence
AeroLeads found 1 current-domain work email signal for James J. Spinelli, Chfc®. Compare company email patterns before reaching out.
Profile bio
About James J. Spinelli, Chfc®
GVA’s mission is to efficiently deliver tailored solutions to advisors so they can deliver an elevated experience to their clients. GVA empowers our advisors to provide unparalleled service to their clients by offering various services, including compliance support, technology solutions, asset management, continuing education, access to an ever-growing array of products, and more.Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor and separate entity from LPL Financial.
Listed skills include Leadership, Management, New Business Development, Financial Modeling, and 8 others.
Current workplace
James J. Spinelli, Chfc®'s current company
Company context helps verify the profile and gives searchers a useful next step.
7 roles
James J. Spinelli, Chfc® work experience
A career timeline built from the work history available for this profile.
Founder + Coo
Great Valley Advisor Group is a full service Registered Investment Advisor (RIA) that services independent financial advisors through their multiple affiliation options. Securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Investment Advice offered through Great Valley.
Jan 2014 - Oct 2024
Advisory Board Member
CurrentAdvisorBob© (Advisor Book of Business) is a revolutionary financial advisor software application that allows firms to move away from legacy products by using a solution that tracks costs, expenses, goals, and financial ratios for each of their advisors.
Jan 2016 - Present
Partner
CurrentJames works with high net-worth families / individuals to help build customized portfolios and solutions specific to each client's risk tolerance and return objectives. Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Stonebridge Wealth Management a registered investment advisor and separate entity from LPL.
May 2019 - Present
Founding Partner, Operations
Sep 2018 - Jul 2020
Senior Financial & Information Systems Analyst
Drove team members to produce dynamic financial and operational reports that yield in-depth analysis. Facilitated weekly team meetings with senior leadership to provide guidance on current production levels and capital while utilizing internal and external information systems. Through the increased use of information systems, implemented an inventory and.
Mar 2012 - Dec 2013
Financial & Information Systems Analyst
Aug 2010 - Mar 2012
4 education records
James J. Spinelli, Chfc® education
Master Of Science In Finance (Msf), Finance
Indiana University - Kelley School Of Business
Master Of Science In Information Science (Msis), Information Science/Studies
Penn State University
Management Of Information Systems, Information Technology
Penn State University
Education record
Malvern Preparatory School
FAQ
Frequently asked questions about James J. Spinelli, Chfc®
Quick answers generated from the profile data available on this page.
What company does James J. Spinelli, Chfc® work for?
James J. Spinelli, Chfc® works for Great Valley Advisor Group.
What is James J. Spinelli, Chfc®'s role at Great Valley Advisor Group?
James J. Spinelli, Chfc® is listed as Chief Executive Officer at Great Valley Advisor Group.
What is James J. Spinelli, Chfc®'s email address?
AeroLeads has found 1 work email signal at @greatvalleyadvisors.com for James J. Spinelli, Chfc® at Great Valley Advisor Group.
What is James J. Spinelli, Chfc®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 610 for James J. Spinelli, Chfc® at Great Valley Advisor Group.
Where is James J. Spinelli, Chfc® based?
James J. Spinelli, Chfc® is based in Greater Philadelphia, United States, United States while working with Great Valley Advisor Group.
What companies has James J. Spinelli, Chfc® worked for?
James J. Spinelli, Chfc® has worked for Great Valley Advisor Group, Advisorbob, Stonebridge Wealth Management, Birch Benefits, and Comcast.
How can I contact James J. Spinelli, Chfc®?
You can use AeroLeads to view verified contact signals for James J. Spinelli, Chfc® at Great Valley Advisor Group, including work email, phone, and LinkedIn data when available.
What schools did James J. Spinelli, Chfc® attend?
James J. Spinelli, Chfc® holds Master Of Science In Finance (Msf), Finance from Indiana University - Kelley School Of Business.
What skills is James J. Spinelli, Chfc® known for?
James J. Spinelli, Chfc® is listed with skills including Leadership, Management, New Business Development, Financial Modeling, Investments, Transition Planning, Integration, and Microsoft Sql Server.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial