By James J. Spinelli, ChFC®, AIF® on March 21, 2017September 15, 2024 Please join the GVA team, along with a Sr. Support Partner of LPL Financial on March 21, 2017 for a ClientWorks Overview and Best Practices session. This overview is specific to the GVA community, and will be extremely helpful for advisors and assistants who would like to familiarize themselves with the new platform. Contact info@greatvalleyadvisors.com for more information. James J. Spinelli, ChFC®, AIF® Co-Founder & CEO James Spinelli co-founded Great Valley Advisor Group with a singular focus: to create a robust platform for advisors aspiring to become business owners. James holds a B.S. in Information Systems with a Minor in Information Technology, and an M.S. in Information Science (MSIS) from Penn State University. He furthered his education with an M.S. in Finance (MSF) from the Indiana University Kelley School of Business. During his time at Penn State, he was also a member of the Penn State Nittany Lions Varsity baseball team. See Full Bio