About Spencer
Spencer is passionate about investing and empowering those who need financial advice. His passion is put to action at Focus Partners Wealth, where Spencer helps clients manage their financial portfolios by helping develop personalized investment strategies and providing ongoing financial planning. Spencer collaborates with senior advisors to create and implement tailored financial plans and supports client meetings by preparing reports and analysis to present actionable insight.
Prior to joining Focus Partners Wealth, Spencer worked as a Licensed Financial Professional for Charles Schwab and assisted financial advisors at Truist Wealth Management.
Spencer grew up around the ocean and has been involved in many of the activities the ocean offers, such as saltwater fishing, surfing, snorkeling, scuba diving, and boating. He also enjoys spending time with his wife and their dog.
Education and Professional Milestones
-Southern New Hampshire University - bachelor’s degree in business administration with a concentration in accounting