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Joseph S
Series 63
President & Ceo, WV
The Spano Group Wealth Managers
Joseph Spano Sr. is President and CEO of The Spano Group Wealth Managers and holds a Series 63 designation. He has 30 years of industry experience, including roles at Freedom Financial Advisors, Potter & Spano Financial Group, and Transamerica Financial Advisors. The Spano Group Wealth Managers provides financial planning, portfolio management, and retirement plan consulting to individuals, high-net-worth clients, corporations, and charities. The firm uses fundamental analysis to construct portfolios and generally manages accounts on a non-discretionary basis, while also offering insurance product sales and ERISA-related retirement plan consulting services.
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