EmVision Capital Advisors stands out in the financial management landscape not just for its growth but for its commitment to supporting both new and seasoned advisors. This is epitomized by our recent collaboration with Dennis Spontarelli, a seasoned financial advisor, to ensure a strategic and effective succession planning process.
"As I approach retirement, I knew that joining EmVision was the best decision for the continuity of care for my clients and the longevity of my practice," remarked Dennis Spontarelli, a wealth advisor, EmVision. "The team's dedication to integrity and professionalism assures me that my clients will continue receiving top-tier service even after I retire. It’s crucial for my clients to be actively involved during this transition period to build trust and ensure comfort before I finalize my retirement plans."
Bringing nearly three decades of experience and a substantial client base, Spontarelli's career began at Raymond James Financial Inc. in 1994, and he became an independent advisor in 1997. His qualifications include Series 7, 65, and 63 Securities Registrations with LPL Financial, along with an Ohio Department of Insurance License.
"We are privileged to have Dennis join our team and provide him with a framework for retirement that he trusts," said Michael Embrescia, President and CEO, EmVision. "Our goal is to assist other advisors in similar situations by offering acquisition and transition services that maintain the high standards our advisors set."
In recent years, our CEO Michael Embrescia has pivoted towards enhancing our support structure for advisors. EmVision has developed robust systems to aid advisors and their clients in achieving their goals, marrying technology with our accumulated expertise to foster a supportive environment.
This includes a two-part system designed to facilitate seamless acquisitions and transitions for advisors like Spontarelli, coupled with a comprehensive data warehouse and resource hub for our strategic partners.
"Our partners can leverage our well-established systems and processes instead of starting from scratch, allowing them to see immediate benefits and improved profit margins," Embrescia added.
Beyond succession planning, EmVision offers a range of services to ensure advisors can provide comprehensive support to their clients, including:
We’d love to help you achieve your goals and share more about our acquisitions, strategic partnerships, and investor services.
If you’re considering your own retirement or looking to ensure your clients are well taken care of, let’s discuss how EmVision can facilitate your transition. Contact us today to explore strategic partnerships and acquisition opportunities tailored to your needs!
James Artale is a financial advisor located at EmVision Capital Advisors, 251 W. Garfield Rd. Suite 155 Aurora, OH 44202. He offers securities and advisory services as an Investment Adviser Representative of Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. He can be reached at (330) 954-3770 or at info@emvisioncapital.com.