Dennis Spontarelli
Dennis brings nearly 30 years of experience and more than 300 clients with him to our team. He began his investment career in 1994 as a financial advisor with Raymond James Financial, Inc. Through referrals, his client base quickly grew and in 1997 he began practicing on his own. Dennis holds Series 7, Series 65, and Series 63 Securities Registrations with Commonwealth Financial Network, as well as an Ohio Department of Insurance License for Life, Accident and Health, Variable Annuities, and Property and Casualty Insurance.
Prior to working in the financial industry, he worked in the MIS divisions of Progressive Insurance and Firestone Tire and Rubber.
Dennis is committed to maintaining the highest standard of integrity and professionalism and works hard to provide information, services, and products to best serve every client. He wants his clients to be involved in the transition period so they can gain trust in the team and be comfortable before he determines an official retirement date.
Dennis has always taken a strong interest in his clients and their lives. Being close to his clients is important because it helps him better understand their investment needs. Dennis spent several years looking for the right group to partner with. After a number of opportunities, he has chosen Emvision Capital Advisors. Dennis knows that our team approach will continue the great service he has offered his clients.