Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Spyridon commenced his professional career at the age of 23 with the invention of a life-saving biotechnological innovation designed to deliver twice as many medicines at half the cost worldwide. For this, he raised $3.88 million in funding and endorsement from private investors, the World Health Organization, the Bill & Melinda Gates Foundation, the Royal Society of Edinburgh, and HRH Prince Charles among others. In total, he received 27 international accolades over a 6-year period that culminated in a successful business exit. His Single Vial System invention has been featured in prominent media outlets such as Forbes, Bloomberg, and the BBC.
During that time, he was an envoy of the British High Commission representing the British biotechnology industry in international exhibits such as in India and China. Moreover, he was also a member of the World Health Organization's Medical Device Unit, comprised of executives, academics, and global health leaders. Upon the sale of his business, he embarked on a career in academia that included teaching at Babson College, Assumption College, and Worcester State University, as well as being the Director of the Center for Entrepreneurship at the latter. He has also served as a contracted Editor for Harvard Business Publishing.
In early 2019, he transitioned to a career in wealth management with Merrill Lynch Wealth Management, where he feels privileged to be able to pursue his lifelong interest in finance. He finds few things more rewarding than knowing he has given back to his community and helped people achieve their dreams. He lives in Estero, Florida with his wife Amy and their children Lucas and Aria. They are active members of St. Katherine's Greek Orthodox Church in Naples, where he volunteers in many capacities to assist the church in its mission.
Spanish, English & Greek
Harvard Business School
University of Edinburgh
American College of Greece
Wellesley High School
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.