Spiros Vassilakos

For more than 20 years, Spiros has helped families and individuals, corporate executives, physicians and small business owners locally and nationally, pursue their financial goals with thoughtful, tax-sensitive investment guidance. Spiros takes "The Human Element" approach of financial planning. Spiros is focused on helping you understand the cognitive and emotional biases to help pursue your greatest objectives with simplicity, transparency and a disciplined process to measure your progress. His guidance is tailored to support your current lifestyle, retirement income needs and legacy goals, while making you feel comfortable at every step of the way. His passion is fueled by knowing he has made a positive difference in the lives of the families and organizations he serves.

At Athenian Private Client Group our clients entrust us with so much more than managing clients’ assets. We are entrusted with taking care of Wives, Husbands, Partners, Moms, Dads, Grandparents, Sisters, Brothers, Daughters, Sons, Families and Friends. Yes, it’s important to have a strategic investment philosophy and provide cutting edge asset management, tax planning and estate planning, but to us it’s so much more.

Before starting his independent financial services practice, he had gained extensive financial experience working for international firms that includes; JP Morgan Chase, Citigroup and PNC Wealth Management.

Spiros holds numerous securities registrations through Cambridge Investment Research (Series 6, 7, 63, 66 and 24), as well as a Life and Health License in insurance for Florida, New Jersey, New York.. He has completed the required courses and has received a certificate from Fairleigh Dickinson University in Financial Planning and preparing for the Certified Financial Planning Certification Examination.

Spiros graduated from New York Institute of Technology with a Bachelor’s of Science in Political Science and has completed 30 Credits that is required in pursuant for a Masters in Political Science at C.W. Post / Long Island University. Spiros is fluent in Greek and Spanish.

Spiros is an active member of many charitable organizations, a proud member of the National Elks Association, Leadership Tampa Bay Class of 2018 and a Volunteer Board Member with the American Cancer Society of Tampa. Spiros enjoys making an impact in his community by bringing awareness in the many charitable organizations through his associations in the Tampa area and his town in Holiday, Florida where he lives with his wife Vicky and two children.