Envestnet | MoneyGuide
James Spisak is an experienced professional in the financial services industry, currently serving as the VP of Independent Sales and Business Development at MoneyGuidePro®, a position held since August 2013. Prior to this role, James Spisak gained valuable experience as an Investment Counselor at BB&T from May 2012 to August 2013, and as Vice President and Investment Adviser Representative at Village Bank from January 2010 to April 2012. James Spisak also worked as an Investment Adviser Representative at First Market Bank from January 2006 to January 2010, and held the title of Licensed Financial Specialist at Wachovia, A Wells Fargo Company, between January 2004 and January 2006. James Spisak obtained a degree from Virginia Tech, attending from 1991 to 1995.
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Envestnet | MoneyGuide
MoneyGuidePro® G4 raises the bar, making the client experience consistent and quality financial plans possible on a large scale. It increases your efficiency and enables you to add value to the planning process based on your experience, knowledge and relationship.