Wealth Advisor
Dimitri Spanos is a Senior Director – Wealth Advisor in our Scottsdale, Arizona branch offers a personalized planning process by simplifying complex financial strategies to help you achieve your personal goals with the values that guide your life and legacy. Functioning as an exclusive investment boutique, he delivers sophisticated solutions that leverage the intellectual capital and insight of your financial team, including one on one access to thought leaders and specialists. This holistic analysis and tailored planning will provide clarity and control based on your needs and challenges. This begins with creating a Business Plan for your investments. The plan and process is most important. This plan allows us to navigate life and market changes when they arise. My mission is to deliver first class service to build your financial future, while offering sound strategies that help you protect, preserve and grow your assets. My passion is to provide every client with the comprehensive wealth management plan that meets their financial needs.
Recent Insights
Additional Team Members
The following specialists do not make securities recommendations. Please contact your Oppenheimer Financial Advisor if you have questions about how a specialist might be able to assist you.
Michael Tynan, CFP®
Executive Director, Financial Planning
John Stoltzfus
Chief Investment Strategist
Hunt Worth
President Oppenheimer Trust Co. Delaware
Anusha Rodriguez
Head of Alternative Investments
Kjeld Engberg
Managing Director, Head of Structured Products
Michael Campione
Executive Director, Retirement Services
