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John A Spensieri
Financial Advisor
Wachovia Securities
NAWBO-NYC
First Fifty Member!
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As a Financial Advisor and CHARTERED FINANCIAL PLANNING COUNSELOR (sm) professional, I help my clients build and manage their wealth to preserve their lifestyle in retirement. By identifying and analyzing their goals, risk tolerances and time horizons, we put together investment strategies to, over time, meet these goals and priorities. I serve only my client's best interests. I have no product sales quotas that might pose a conflict-of-interest in that service. My practice focuses on retirement planning for both individuals and small businesses. To fully support my clients, I am backed by my firms expertise and complete, on-hand resources — from financial analysts to retirement plan specialists.
I hold a MBA degree from Loyola University and prior to joining A.G. Edwards was a Managing Partner and Senior Vice President with a Business Management Consulting firm where as a trusted advisor, I consulted with clients to develop and implement strategies to expand their businesses and grow profits.
CHARTERED FINANCIAL PLANNING COUNSELOR (sm) is a registered service mark of the college for Financial Planning (R)
www.agedwards.com/fc/john.spensieri
Email: john.spensieri@agedwards.com
John A Spensieri
Financial Advisor
Wachovia Securities A.G. Edwards & Sons
280 Park Avenue, 29th Floor West
New York NY 10017
212 557 1144
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| Member's Comment |
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 NAWBO has not only been a source of business for me, but more importantly, a resource. As a graphic designer, I frequently partner up with others to complete projects for my clients. Since I joined NAWBO-NYC two years ago, I've had the pleasure of building great relationships with several members, and we have successfully completed client work together. I've found the women of NAWBO-NYC to be a wonderful and supportive sounding board for my business.
—Michelle Gorenstein,
Owner
Phixative Inc.
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