BEAVER, PA, April 08, 2025 /24-7PressRelease/ -- Samuel W. Spanos, CRPC, ARPC, has been selected for inclusion in Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
Mr. Spanos is a distinguished financial advisor with a career spanning over four decades. He has been managing director and senior vice president, investments at Raymond James Financial, Inc., since 2014. In this role, he manages clients' finances, helps ensure their financial security and provides comprehensive care beyond mere financial gain. His dedication to helping clients preserve their assets has earned him numerous accolades, including recognition since 2018 on the Forbes list of Best-in-State Wealth Advisors, most recently in 2024.
Prior to his tenure at Raymond James Financial, Mr. Spanos spent 34 years at Merrill Lynch, Bank of America Corporation. During his time there, he honed his expertise in financial planning for retirees, young people and businesses. His commitment to excellence and client satisfaction has been a hallmark of his career, leading to his inclusion in the Century Club of Outstanding Graduates at Duquesne University in 2023.
Mr. Spanos's educational background includes a Bachelor of Science in business administration focusing on accounting from Duquesne University, where he graduated in 1980. His academic achievements laid the foundation for his successful career in financial advising. Additionally, he holds certifications as a chartered retirement planning counselor and an accredited retirement plan consultant, further solidifying his expertise in the field.
Beyond his professional accomplishments, Mr. Spanos is actively involved in civic organizations. He serves as an advisory board member for The Salvation Army of Beaver County, Pennsylvania, and a former McGuire Memorial Foundation board member. He is also a member of the Order of Saint Andrew at the Greek Orthodox Archdiocese, reflecting his commitment to community service and philanthropy.
Mr. Spanos has co-authored two publications: "Replacing Your Paycheck: Strategies to Grow Your Savings, Generate Income, and Preserve Your Retirement Assets" and "Financial Therapy: For Tips On Better Investor Behavior." These works demonstrate his dedication to educating others on effective financial strategies and investor behavior.
Outside his professional life, Mr. Spanos was born in Rochester and enjoys playing golf, target shooting and reading biographies. He attributes much of his success to the values instilled by his family and aims to continue helping people in the future. His grandfather's experiences during the Great Depression inspired him to pursue a career as a financial advisor, emphasizing the importance of resilience and strategic investment.
Raymond James & Associates, Inc., member NYSE/SIPC.
The Forbes Top Wealth Advisors Best-In-State 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 42,108 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
About Marquis Who's Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Who's Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. The suite of Marquis® publications can be viewed at the official Marquis Who's Who® website, www.marquiswhoswho.com.
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