Steve Spahr

Steve Spahr Email and Phone Number

Senior Vice President and Wealth Management for Janney Montgomery Scott LLC @ Janney Montgomery Scott LLC
Naples, FL, US
Steve Spahr's Location
Naples, Florida, United States, United States
About Steve Spahr

As a financial advisor for over 40 years (and in Naples, Florida since 1985), I have developed great relationships with my clients. I take pride in getting to know them, their families, their businesses, and they get to know me as well. Using my experience in the financial services industry, I am able to help make recommendations with various aspects of their financial lives. I talk with my clients about their challenges, hopes and dreams. We share the experiences of watching our children grow and our businesses flourish. I stay with them as they transition to retirement, and help them pass on their wealth through estate planning. Helping my clients establish and reach their goals is what drives me every day.For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

Steve Spahr's Current Company Details
Janney Montgomery Scott LLC

Janney Montgomery Scott Llc

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Senior Vice President and Wealth Management for Janney Montgomery Scott LLC
Naples, FL, US
Website:
janney.com
Employees:
2579
Steve Spahr Work Experience Details
  • Janney Montgomery Scott Llc
    Senior Vice President And Wealth Management For Janney Montgomery Scott Llc
    Janney Montgomery Scott Llc
    Naples, Fl, Us
  • Janney Montgomery Scott Llc
    Senior Vice President / Wealth Management For Janney Montgomery Scott Llc
    Janney Montgomery Scott Llc Jun 2015 - Present
    850 Park Shore Dr. Suite 101Naples Fl 34103
  • Raymond James
    Financial Advisor, Senior Vice President, Investments
    Raymond James Feb 2013 - Jun 2015
    Naples, Florida
    Responsible for portfolio construction, asset allocation, equity and macro economic research. Client relationship management, new business development and retention are primary roles. Retirement planning - relevant, sustainable post-retirement income management.
  • Morgan Keegan
    Financial Advisor, Sr. Vice President, Investments
    Morgan Keegan Apr 2006 - Feb 2013
    Naples Florida
    Equity and fixed income portfolio management, volatility control, hedging, family office services. Financial planning, retirement income solutions.
  • Legg Mason
    Financial Advisor, Senior Vice President
    Legg Mason Jan 1995 - Apr 2006
    Naples, Florida
    Branch ManagerPortfolio managementRecruiting and training
  • Prudential Financial
    Financial Advisor, Vice President
    Prudential Financial Jan 1981 - Dec 1994
    Winter Park, Florida And Naples, Florida
    Portfolio management
  • Bache Halsey Stuart & Shields
    Financial Advisor
    Bache Halsey Stuart & Shields Jan 1979 - Jan 1981
    Orlando, Florida Area
    Financial advisor training through April, 1979 then registered advisor.
  • Great American Crab Company/Flack Factory
    Copywriter/Manager
    Great American Crab Company/Flack Factory Aug 1977 - Jun 1978
    Orlando, Florida Area
    Marketing and copy writing for consumer specialty company. Public relations agency for various clients in the Central Florida area.

Steve Spahr Skills

Asset Management Investments Portfolio Management Wealth Management Equities Customer Relations Securities Mutual Funds Retirement Planning Financial Analysis Compliance Asset Allocation Fixed Income Investment Advisory Bonds Financial Advisory New Business Development Budgeting Team Building Etfs Stocks High Net Worth Individuals Separately Managed Accounts 401k Managed Accounts Options Investment Products Asset Wealth Ira's Portfolios Wealth Transfer Equity Research Pensions Financial Markets Fund Of Funds Investor Relations Communication Customer Service Investment Strategies Estate Planning Financial Planners Financial Services Series 7 Retirement

Steve Spahr Education Details

Frequently Asked Questions about Steve Spahr

What company does Steve Spahr work for?

Steve Spahr works for Janney Montgomery Scott Llc

What is Steve Spahr's role at the current company?

Steve Spahr's current role is Senior Vice President and Wealth Management for Janney Montgomery Scott LLC.

What is Steve Spahr's email address?

Steve Spahr's email address is sj****@****ail.com

What is Steve Spahr's direct phone number?

Steve Spahr's direct phone number is +123986*****

What schools did Steve Spahr attend?

Steve Spahr attended Rollins College, Culver Military Academy, Culver Academies.

What are some of Steve Spahr's interests?

Steve Spahr has interest in Economic Empowerment, Environment, Education, Literature, Surfing, Biking, Hiking, Running, Disaster And Humanitarian Relief, Animal Welfare.

What skills is Steve Spahr known for?

Steve Spahr has skills like Asset Management, Investments, Portfolio Management, Wealth Management, Equities, Customer Relations, Securities, Mutual Funds, Retirement Planning, Financial Analysis, Compliance, Asset Allocation.

Who are Steve Spahr's colleagues?

Steve Spahr's colleagues are Mike Graves, Cltc, Robert Eberly, Andrew Lee, Peter Lim, Dan Fishbone, Awma, Shannon O'neil, Linda Murphy.

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