About Me

Dimitri A. Spanos is a Senior Director – Investments at Oppenheimer & Co. Inc., in the Scottsdale, Arizona location. He focuses on providing comprehensive wealth management to high-net-worth individuals, families, and small-to-mid sized businesses. He also works directly with CPAs, estate attorneys, business brokers, and trust officers, to address his clients’ personal needs and goals, and to provide well rounded exceptional client experience.

During his 22 year career, much of which he served at Morgan Stanley, he has delivered a comprehensive approach to private wealth management that begins with listening to clients’ needs to help ensure strategies match objectives and account for risk. This holistic, goals-based approach is essential for all of his client-advisor relationships, in which he acts as a true collaborator and steward of capital. Dimitri strongly believes in investing with a purpose in order to help provide practical results. Additionally, he believes in a team approach which combines trust, knowledge, and adaptable investment strategies–all of which help to provide the highest standard of service for all clients.

Dmitri has earned the FINRA Series 6, 7, 31, 63 and 65 Registrations.

Stephanie Moore, a Client Service Associate at Oppenheimer & Co. Inc. in Scottsdale, AZ, serves high-net-worth individuals, families, and small-to-mid-sized businesses. With a strong knowledge base in compliance, operations, and client servicing, Stephanie excels in account opening, wire and securities transfers, account maintenance, and other daily tasks that foster strong client relationships. After nearly a decade in the industry, Stephanie’s flexibility, patience, and attention to detail enable her to prioritize and process client needs effectively. Her goal is to ensure clients consider her an extension of their relationship with their Advisors.