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Jonathan Spitalny
Jonathan Spitalny
Managing Director - Investments, Financial Advisor | Wells Fargo Advisors
United States
Jonathan Spitalny
Summary
Jonathan Spitalny is a seasoned financial professional with over 25 years of experience in wealth management, currently serving as Managing Director - Investments at Wells Fargo Advisors. He is dedicated to crafting tailored investment strategies that adapt to the evolving needs of his clients. Jonathan emphasizes the importance of building trust and understanding clients' financial goals, which has been a cornerstone of his approach. Before his tenure at Wells Fargo, he held significant roles at Stephens Inc. and Morgan Stanley, and began his career at Bear Stearns. A graduate of Rollins College with a degree in Economics, Jonathan is actively involved in his community, serving on the Board of Directors at White Plains Hospital. Outside of work, he enjoys spending time with his four children and playing golf, having once qualified for the U.S. Amateur Championship. His extensive experience in high-stakes financial environments showcases his commitment to excellence in client service and investment management.
Jonathan Spitalny
Work Experience
Managing Director - Investments, Financial Advisor at
Wells Fargo Advisors
July 2023 - Present
Senior Vice President at
Stephens
May 2017 - July 2023
Executive Director and Private Wealth Advisor at
Morgan Stanley
March 2008 - June 2017
Senior Managing Director at
BEAR STEARNS LIMITED
January 1990 - March 2008
Frequently Asked Questions about Jonathan Spitalny
What is Jonathan Spitalny email address?
Jonathan Spitalny's primary email address is *********@stephens.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Jonathan Spitalny work for?
Jonathan Spitalny is a Managing Director - Investments, Financial Advisor at Wells Fargo Advisors, a company specializing in Functions related to depository banking.
How can I directly contact Jonathan Spitalny?
To contact Jonathan Spitalny directly, you can use the email address *********@stephens.com. Complete contact information is available upon registration with Muraena.
Who is Jonathan Spitalny?
Jonathan Spitalny is a seasoned financial professional with over 25 years of experience in wealth management, currently serving as Managing Director - Investments at Wells Fargo Advisors. He is dedicated to crafting tailored investment strategies that adapt to the evolving needs of his clients. Jonathan emphasizes the importance of building trust and understanding clients' financial goals, which has been a cornerstone of his approach. Before his tenure at Wells Fargo, he held significant roles at Stephens Inc. and Morgan Stanley, and began his career at Bear Stearns. A graduate of Rollins College with a degree in Economics, Jonathan is actively involved in his community, serving on the Board of Directors at White Plains Hospital. Outside of work, he enjoys spending time with his four children and playing golf, having once qualified for the U.S. Amateur Championship. His extensive experience in high-stakes financial environments showcases his commitment to excellence in client service and investment management.
Jonathan`s contact details
*********@stephens.com
**********@morganstanley.com
*****************@wellsfargoadvisors.com
Colleagues
First Vice President - Investments
Financial Advisor, Vice President - Branch Manager
Managing Director-Investments
Managing Director-Branch Manager at Wells Fargo Advisors
Managing Director-Investments - Abeles Flurie Wealth Management Group
Vice President, Lead Business Growth Strategy Consultant
Executive Director, Compliance Senior Manager
Vice President, Senior Compliance Specialist
Financial Advisor, Managing Director-Investment Officer
Vice President, BP&CG