Jay Spector
Partner - Wealth Advisor at Stratos Wealth Partners | Scottsdale, Arizona, United States
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Jay Spector currently serves as a Partner and Wealth Advisor at Stratos Wealth Partners, where he leverages his extensive expertise in investments, strategic financial planning, and asset management to create tailored wealth-management solutions for a select clientele. With a focus on long-term investment strategies, Jay emphasizes the importance of aligning financial plans with each client's unique needs, goals, and risk tolerance. His approach is underpinned by a commitment to providing exemplary service and insightful advice, ensuring that clients feel supported and informed throughout their financial journeys.
In his role, Jay has been instrumental in key projects that involve comprehensive retirement income strategies, helping clients navigate the complexities of wealth preservation and growth. His proficiency in financial modeling and analysis allows him to craft sophisticated portfolios that not only meet but exceed client expectations. As part of the recent merger and rebranding of Barton Spector Wealth Strategies into EverVest Financial, Jay has played a pivotal role in integrating innovative practices and enhancing client experiences within the newly formed entity.
Jay's deep understanding of securities, mutual funds, and portfolio management positions him as a trusted advisor in the wealth management landscape. His dedication to continuous learning and adaptation ensures that he remains at the forefront of industry trends, enabling him to provide cutting-edge solutions that drive financial success for his clients. By fostering strong relationships built on trust and transparency, Jay Spector exemplifies the values of Stratos Wealth Partners and is committed to empowering clients to achieve their financial aspirations.
Partner - Wealth Advisor at Stratos Wealth Partners in July 2017 to Present
Registered Representative at LPL Financial in July 2017 to Present
Partner - Wealth Advisor at BSWS, LLC dba Barton Spector Wealth Strategies in July 2017 to Present
Co-Chief Executive Officer, Founding Partner and Private Wealth Manager at EverVest Financial in July 2023 to Present
Wealth Management Advisor, Vice President at Merrill Lynch Wealth Management, Bank of America Corporation in March 2011 to July 2017
Financial Advisor at A.G. Edwards & Sons, Inc. --> Wachovia Securities --> Wells Fargo Advisors in February 2008 to March 2011
Executive Director at Water Infrastructure Finance Authority of AZ in January 2003 to January 2006
Director of Federal Affairs at NATIONAL ASSOCIATION OF INDUSTRIAL AND OFFICE PROPERTIES in January 2000 to January 2003
Special Assistant to the Secretary of the Interior at U.S. Department of the Interior in January 1999 to August 2000
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Investments
Strategic Financial Planning
Asset Managment
Financial Modeling
Financial Analysis
Portfolio Management
Securities
Mutual Funds
Wealth Management
Finance
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Discover more about Stratos Wealth PartnersWhat is Jay Spector email address?
Email Jay Spector at [email protected]. This email is the most updated Jay Spector email found in 2026.
What is Jay Spector phone number?
Jay Spector phone number is +14804095922.
How to contact Jay Spector?
To contact Jay Spector send an email to [email protected]. If you want to call Jay Spector try calling on +14804095922. (updated on October 31, 2024)
What company does Jay Spector work for?
Jay Spector works for Stratos Wealth Partners
What is Jay Spector's role at Stratos Wealth Partners?
Jay Spector is Partner - Wealth Advisor
Jay Spector Email Addresses
Jay Spector Phone Numbers
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