Jay Spector, Cfp®

Jay Spector, Cfp® Email and Phone Number

Co-Chief Executive Officer, Founding Partner and Private Wealth Manager @ EverVest Financial
Jay Spector, Cfp®'s Location
Scottsdale, Arizona, United States, United States
Jay Spector, Cfp®'s Contact Details

Jay Spector, Cfp® personal email

n/a

Jay Spector, Cfp® phone numbers

About Jay Spector, Cfp®

Our talents are creating comprehensive wealth-management and customized retirement income strategies for select clients. I stress a long-term approach to investing based upon a client's specific financial needs, goals and risk tolerance. My team and I strive to provide an exemplary level of service and advice to all clients. I truly care about helping each client pursue financial stability, independence and success.My primary objective is to become a lifetime resource to those who have entrusted us with their financial well-being. We offer our services as part of an investment firm with a strong national reputation and our client base of affluent individuals, couples and families is not geographically concentrated. Our team works with clients who live and work in Arizona and in cities and towns across the country.  Over the past decade, I have developed an extensive background in wealth management and retirement planning. I have attained the CERTIFIED FINANCIAL PLANNER™ certification, a designation awarded by the Certified Financial Planner Board of Standards, Inc.  Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the "Contact and Personal Info" section above. Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Stratos Wealth Partners and Evervest Financial are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.evervestfinancial.com

Jay Spector, Cfp®'s Current Company Details
EverVest Financial

Evervest Financial

View
Co-Chief Executive Officer, Founding Partner and Private Wealth Manager
Jay Spector, Cfp® Work Experience Details
  • Evervest Financial
    Co-Chief Executive Officer, Founding Partner And Private Wealth Manager
    Evervest Financial Jul 2023 - Present
    We’ve merged and rebranded – Barton Spector Wealth Strategies is now EverVest Financial.
    View
  • Bsws, Llc Dba Barton Spector Wealth Strategies
    Partner - Wealth Advisor
    Bsws, Llc Dba Barton Spector Wealth Strategies Jul 2017 - Present
    We’ve merged and rebranded – Barton Spector Wealth Strategies is now EverVest Financial.
  • Lpl Financial
    Registered Representative
    Lpl Financial Jul 2017 - Present
    San Diego, Ca, Us
    View
  • Stratos Wealth Partners
    Partner - Wealth Advisor
    Stratos Wealth Partners Jul 2017 - Present
    Beachwood, Oh, Us
    View
  • Merrill Lynch Wealth Management, Bank Of America Corporation
    Wealth Management Advisor, Vice President
    Merrill Lynch Wealth Management, Bank Of America Corporation Mar 2011 - Jul 2017
    New York, Ny, Us
    View
  • A.G. Edwards & Sons, Inc. --> Wachovia Securities --> Wells Fargo Advisors
    Financial Advisor
    A.G. Edwards & Sons, Inc. --> Wachovia Securities --> Wells Fargo Advisors Feb 2008 - Mar 2011
  • Water Infrastructure Finance Authority Of Az
    Executive Director
    Water Infrastructure Finance Authority Of Az 2003 - 2006
    Phoenix, Arizona, Us
    View
  • National Association Of Industrial And Office Properties
    Director Of Federal Affairs
    National Association Of Industrial And Office Properties 2000 - 2003
    View
  • U.S. Department Of The Interior
    Special Assistant To The Secretary Of The Interior
    U.S. Department Of The Interior Jan 1999 - Aug 2000
    Washington, Dc, Us
    View

Jay Spector, Cfp® Skills

Investments Strategic Financial Planning Series 7 Asset Managment Financial Modeling Financial Analysis Portfolio Management Securities Mutual Funds Wealth Management Finance Series 63

Jay Spector, Cfp® Education Details

  • Johns Hopkins University
    Johns Hopkins University
    Master'S Degree
  • Northern Arizona University
    Northern Arizona University
    Bachelor Of Business Administration - Bba
  • Northern Arizona University
    Northern Arizona University
    Bachelor'S Degree

Frequently Asked Questions about Jay Spector, Cfp®

What company does Jay Spector, Cfp® work for?

Jay Spector, Cfp® works for Evervest Financial

What is Jay Spector, Cfp®'s role at the current company?

Jay Spector, Cfp®'s current role is Co-Chief Executive Officer, Founding Partner and Private Wealth Manager.

What is Jay Spector, Cfp®'s email address?

Jay Spector, Cfp®'s email address is ja****@****lpl.com

What is Jay Spector, Cfp®'s direct phone number?

Jay Spector, Cfp®'s direct phone number is +148040*****

What schools did Jay Spector, Cfp® attend?

Jay Spector, Cfp® attended Johns Hopkins University, Northern Arizona University, Northern Arizona University.

What skills is Jay Spector, Cfp® known for?

Jay Spector, Cfp® has skills like Investments, Strategic Financial Planning, Series 7, Asset Managment, Financial Modeling, Financial Analysis, Portfolio Management, Securities, Mutual Funds, Wealth Management, Finance, Series 63.

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