About Us
Potter & Spano Financial Group, LLC
Potter Spano Investments and Wealth Management
Formed in 2018 with the merger of Jerry Potter Financial and Consolidated Wealth Management both located in Charleston West Virginia. Potter & Spano Financial Group is a Registered Investment Advisor whose Primary Obligation is to provide investment advice to medium to high-net-worth clients while acting in a Fiduciary capacity, and so held to a higher standard of conduct than Registered Representatives or Financial Advisors. The Fiduciary standard mandates that the Registered Investment Advisor must unconditionally put the clients’ best interests ahead of their own, regardless of the circumstances. Registered Investment Advisors are regulated by the Securities and Exchange Commission and the West Virginia State Securities Commission.
Potter|Spano Insurance Services
A division of Potter & Spano Financial Group, and sells Life, Health, and Annuities to clients in a select group of conservative clients. Including individuals and groups up to 100 employees
With over 740 Individual, and 4 Institutional clients, Potter & Spano Financial Group is one of the regions fastest growing Advisory Firms.
Executive Officer - Jerry Potter, President
Jerry entered the Insurance and Financial Services Industry in 1983 with the Prudential Insurance Company of America as an Agent, and then becoming a registered representative or Financial Advisor in 1984.
Mr. Potter is a Life Member of the Million Dollar Round Table and has qualified for the award over 21 years of his career, until becoming a Life member. Jerry is a "Court of the Table" qualifier for production and ethics . He has won numerous company and industry awards throughout his 39-year career. Jerry specializes in estate, retirement, and investment planning, and is a Federal Employee Plan Consultant, and Federal Employee
Benefit Specialist (FEBS).
Mr. Potter formed Jerry Potter Financial Group in 2010, as a Registered Investment Advisor, and then merged his company into Potter & Spano Financial Group in 2018.
Jerry is married to the former Paula Romano and is the father of six children. He enjoys weightlifting, boating, Mountaineer Sports, and his two grandchildren.
Executive Officer - Joseph Spano, Executive Vice-President
Joe entered the Insurance and Financial Services Industry in 1983 with the Equitable Life Assurance Society now (AXA Financial) as an Agent, becoming a Financial Advisor in 1984.
Mr. Spano is a Life Member of the Million Dollar Round Table. He has qualified for the prestigious award 20 years, earning 9 “Court of the Table" qualifications. Mr. Spano is the only 3 Time “Top of the Table” Million Dollar Round Table member in the state of West Virginia, the highest achievement in the financial services industry, for production and ethics.
Joe has finished as the #1 top producing advisor for three different companies, out of over 35,000 advisors, and won numerous industry and company awards in his 39- year career. Joe specializes is retirement, financial and investment consulting and is a Federal Employee Benefit Specialist.
Joe was the President and founder of Consolidated Wealth Management before merging into Potter & Spano Financial Group in 2018.
Joe is married to the former Terri Gambrel and has one son, an attorney in Charleston WV. He enjoys landscaping, gardening, boating, and Mountaineer sports, and enjoys time with his four grandchildren.
Awards
Our Partners
Organizations
Associations
