Advisor at Merrill
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James Spanos is a Wealth Management Advisor with Merrill Lynch Wealth Management in Lancaster, PA, where he has been practicing since 2015. He focuses on developing financial strategies tailored for high-net-worth individuals and their families, emphasizing the importance of aligning investment decisions with clients’ life priorities and meaningful goals. His areas of expertise include executive compensation, equity compensation services, family wealth management, legacy planning, retirement income, tax minimization, and portfolio management services.
James holds a Bachelor of Arts degree in finance and personal financial planning from Shippensburg University. He maintains series 7 and 66 FINRA registrations and is a certified Life, Health, Accident, and Annuities Insurance Producer. Additionally, he holds the CERTIFIED FINANCIAL PLANNER® (CFP) and Personal Investment Advisor (PIA) designations. James is actively involved in the local community through organizations such as Civitas and supports charitable causes including Relay for Life, Special Olympics, and the Vs. Cancer Foundation.
Outside of his professional role, James participates in activities such as golfing, spending time with his family, and crossfit training. He lives in Lancaster with his wife, Samantha, their three children, and their dog.
Bank Of America, N.A.
2016 - Present (10 years)
Merrill lynch, Pierce, Fenner & Smith Incorporated
2016 - Present (10 years)
Unemployed
2016 - 2016 (1 year)
Bank Of America, N.A.
2016 - 2016 (1 year)
Merrill lynch, Pierce, Fenner & Smith Incorporated
2015 - 2016 (1 year)
CFP®
Lititz, PA
Aries Financial Navigators, Inc.
Hi, I’m Ryan Kelly, founder & CEO of Aries Financial Navigators. I am a fee-only financial planner, investment manager, & tax professional based in Lititz, PA. After earning a Bachelor of Science degree in Economics from the Pennsylvania State University, I went on to become a CERTIFIED FINANCIAL PLANNER™ professional, the received the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning, & the Accredited Investment Fiduciary® mark from the Center for Fiduciary Studies. I began my career in financial services in 2007, becoming a Registered Representative before transitioning to an independent multi-family office RIA in the Philadelphia area, where I focused on portfolio management & comprehensive financial planning for high-net-worth individuals & families. After specializing in planning areas including Social Security, Medicare, & in-depth tax planning & preparation, I moved back to my hometown of Lititz, PA to work with a local fee-only RIA focusing on retirees. In 2019, I started Aries Financial Navigators to bring my vision of the ideal client experience and service model to life. Serving as a consultant to my former colleagues, I am part of a collaborative team with decades of experience while maintaining flexibility & independence. Our mission is to partner with clients & deliver incredible value by providing the highest quality services & meaningful results.
Series 66
Stevens, PA
Edward Jones
Series 66
Lancaster, PA
Edward Jones
Series 66
Millersville, PA
Edward Jones
Series 66
Lititz, PA
Edward Jones
Series 66
Ephrata, PA
Edward Jones
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