About

I believe in empowering my clients with financial knowledge and confidence to help them pursue their life goals. Using customized, goal-oriented investment strategies, I will work with you to create a strategy that works for you.

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Our Commitment to You

We’ll make financial and investment recommendations with your best interest at heart.

Our Commitment to You

Learn About Me

Jonathan Spitalny

Financial Advisor
Managing Director

Phone Number

(212) 303-8790

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As a Financial Advisor, I am dedicated to helping my clients meet their financial needs. Whether you are planning your retirement, saving for your children's or grandchildren's education, or looking to preserve your wealth, I can help.

I graduated from Rollins  with a degree in Economics and worked at Bear Stearns and achieved Senior Managing Director status.  I eventually found my home at  Wells Fargo Advisors, I take pride in working for a firm that puts you first.

I pride myself on helping my clients discover their WHY’S of anything that touches them financially.

The last thing you need in your busy life is a complex web of financial relationships. As a Wells Fargo Advisors client, you’ll enjoy the convenience and clarity of coordinating much, if not most, of your financial life through a single point of contact — me. It’s a distinct advantage of working with one of the world’s premier financial institutions. In helping you address your financial needs beyond investing, I can provide access to Wells Fargo banking and lending affiliates to help you meet your borrowing needs.

When not helping clients, I can be found helping my community, having served on the board of White Plains Hospital for over 15 years. Currently, I am also serving as the president of Quaker Ridge Golf Club.

Why Invest With Us

Why Invest With Us

Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.

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