James J. Spinelli, ChFC® in

James J. Spinelli, ChFC®

Critic · DISC type C
CEO + Founder at Great Valley Advisor Group
📍 Berwyn, Pennsylvania, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
14 Years
Current Role
CEO + Founder
Job Level
Leadership
Location
Berwyn, Pennsylvania, United States
Personality Overview

How James shows up

Critic
Negotiator
Objective Thinker

They enjoy working alone and do not rely on others very often. It is very likely that they will negotiate pricing or other important terms. They prefer to do logical analysis and value evidence over emotions.

Priorities

Topics James cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

10-2024
CEO + Founder
Great Valley Advisor Group
1-2014 - 10-2024
COO + Founder
Great Valley Advisor Group
1-2016
Advisory Board Member
AdvisorBOB
5-2019
Partner
Stonebridge Wealth Management
9-2018 - 7-2020
Founding Partner, Operations
Birch Benefits
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2016 - 2018
Master of Science in Finance (MSF)
Indiana University - Kelley School of Business
2009 - 2012
Master of Science in Information Science (MSIS)
Penn State University
2004 - 2008
Management of Information Systems
Penn State University
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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