Jay Spector
- Role
- Co-chief Executive Officer, Founding Partner and Private Wealth Manager at Evervest Financial
- Location
- Scottsdale, AZ, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Jay Spector
Our talents are creating comprehensive wealth-management and customized retirement income…
Experience
Co-chief Executive Officer, Founding Partner and Private Wealth Manager
Jul 2023 — Present
We’ve merged and rebranded – Barton Spector Wealth Strategies is now EverVest Financial.
Skills
- Finance
- Asset Managment
- Wealth Management
- Mutual Funds
- Investments
- Series 7
- Securities
- Financial Modeling
- Portfolio Management
- Series 63
- Financial Analysis
- Strategic Financial Planning
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