Marquis Who's Who Honors David Spellman for Expertise in Finance and Investment Services
Press Release June 16, 2025
David Spellman is a distinguished financial expert as the president of Spellman Capital Strategies
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He assists individuals, families and business owners in safeguarding their assets and building enduring wealth.

SAN ANTONIO, TX, June 16, 2025 /24-7PressRelease/ -- David Spellman has been selected for inclusion in Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.

Mr. Spellman, a distinguished financial expert, has carved a notable career in holistic financial planning with an emphasis on tax planning. As the president of Spellman Capital Strategies since 2016, he has assisted individuals, families and business owners in safeguarding their assets and building enduring wealth. Mr. Spellman's expertise is further exemplified through his role as a director at Money Concepts since 2017, where he continues to make significant contributions to the field.

A career move into the financial sector marked by a pivotal transition from his earlier career as a carpenter in Minnesota, Mr. Spellman encountered a substantial wage decrease in Texas, leading him to explore insurance opportunities. Encouraged by colleagues who were licensed insurance agents, he obtained several certifications, including the Series 7, Series 65, Series 63, and Series 6 through the Financial Industry Regulatory Authority, as well as an insurance agent licensed in accident, health, life, variable life and variable annuities from the State of Texas. These credentials have been fundamental to Mr. Spellman's ability to pivot and establish his own practice.

Before earning these credentials, Mr. Spellman pursued a formal education, earning an associate's degree in general studies from Saint Cloud State University in 1995. His dedication to continuous learning and professional development reflects his commitment to excellence.

Beyond his professional achievements, Mr. Spellman has made significant contributions to his community through his involvement with the Agape Riding Center. As the executive director of this nonprofit organization focused on equine-assisted therapy, he has provided invaluable support to individuals seeking therapeutic experiences with horses.

In light of his success, Mr. Spellman was recognized with accolades such as the Professional Club Award and the Because You Care Silver Medal. Looking ahead, he aims to expand his practice and potentially pass on his business knowledge to his son. Mr. Spellman's journey from a small town in Minnesota to becoming a respected figure in financial planning is a testament to his resilience and adaptability. His ability to navigate challenges and seize opportunities has shaped his career and enriched the lives of those he serves through his holistic approach to financial management.

About Marquis Who's Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Who's Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. The suite of Marquis® publications can be viewed at the official Marquis Who's Who® website, www.marquiswhoswho.com.

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