“Spotlight is dedicated to doing whatever it takes to put its clients and advisors in the best position to reach their personal goals.”
-Stephen Greco, CEO
Chief Executive Officer - CEO
Working with advisors to provide the best experience possible for their clients and their practice. Instead of watering down processes to scale, we are laser focused on each individual and the quality of their experience.
Director of Operations
Ensures everything is running smoothly and efficiently across the board, for our advisors in various locations and our clients.
Director of Financial Planning
Believes in providing meaningful, expert financial advice to help clients live fulfilling lives.
Sergio De La Torre
Financial Advisor in Atlanta
Making a difference through his impactful, client relationships.
Financial Advisor in San Diego
Implementing personalized plans to enhance the lives of our clients.
Lead coordinator at our headquarters in Chicago, focused on organization and daily ops.
Director of Business Development
Creative sales & marketing background. Passionate about people, processes and planning.
JOIN OUR TEAM
At Spotlight, we want partners, not employees. We have built a leadership culture based on listening and asking for feedback rather than dictating and being closed-minded. We will provide the technology, processes, and procedures necessary for you to be successful. We offer extremely competitive compensation plans along with progressive benefits and leave policies to deliver unparalleled work/life balance.
How we support our Advisors
Dedicated Operations Specialist
Personalized Marketing Plan
Legal & Compliance Setup
Payroll & Benefits Coordinator
Dedicated Financial Planning Director
Real Estate Search & Office Setup