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Jonathan Spitalny

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Jonathan Spitalny

Managing Director - Investments, Financial Advisor | Wells Fargo Advisors

United States

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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.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Jonathan Spitalny

Work Experience

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Managing Director - Investments, Financial Advisor at

Wells Fargo Advisors

July 2023 - Present

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Senior Vice President at

Stephens

May 2017 - July 2023

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Executive Director and Private Wealth Advisor at

Morgan Stanley

March 2008 - June 2017

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Senior Managing Director at

BEAR STEARNS LIMITED

January 1990 - March 2008

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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

mail

*********@stephens.com

**********@morganstanley.com

*****************@wellsfargoadvisors.com

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