Wedbush Securities appoints Robert Spawn as Managing Director, Regional Exec of Pacific North Region
Mr Spawn is based in Wedbush Securities’ Santa Rosa office and reports to Senior Vice President and Head of Private Wealth Management Branch Network, Don Gorsch.
Wedbush Securities today announced the appointment of Robert Spawn as Managing Director, Regional Executive. Mr Spawn serves the Pacific North Region, which includes Wedbush’s existing retail offices in Northern California, Oregon, Washington, and Alaska.
He joins the firm’s other Regional Executives, Frank Epinger (Los Angeles) and Frank Story (New York/Tri State), to amplify the firm’s growth trajectory through selective additions of advisors, branch offices, and AUM in these geographic areas. Mr Spawn is based in the firm’s Santa Rosa, California office and reports to Senior Vice President and Head of Private Wealth Management Branch Network, Don Gorsch.
Mr Spawn brings with him more than 38 years of experience dedicated to retail wealth management, having held positions as a Financial Advisor, Trust Consultant, Sales Manager and Complex Director / Regional Director, with firms including Merrill Lynch, UBS, RBC and JPMorgan, in offices throughout the United States. Before joining Wedbush, Mr Spawn founded Stella Consulting, focusing on recruitment, organizational consulting and expert witness services.
Robert Spawn received his B.A. in Business Administration from Saint Michael’s College in Colchester, Vermont. He also holds a (California) Life and Health insurance License, he is a Chartered Advisor in Philanthropy (CAP), is an ABA Certified Trust Financial Advisor (CTFA), as well as being a FINRA Arbitrator.
“Beyond the personal relationships, what attracted me to Wedbush are its formidable business lines, capabilities, and current expansion efforts within Wealth Management,” stated Rob Spawn. “I am proud to be a part of Wedbush and its vision for the future.”