As a Managing Director, he builds personalized investment and financial planning strategies based on the unique needs and goals of each client. In 2020, Spencer was named as one of the Forbes Best-In-State Wealth Advisors.
Then, in 2009, he went to work for Morgan Keegan, which joined with Raymond James in 2012. Then, with a desire to help people plan their financial futures, he joined Morgan Stanley Smith Barney in 1986. He began his career in the financial industry in 1982 as a CPA* with Deloitte. Spencer specializes in retirement income planning, financial planning, insurance review, retirement plans both individual and corporate, and 501(c)3 and other charitable and religious investment advisory services. His main goal for clients is to help them achieve their income objectives in retirement. Over the years, he’s seen his clients through many market conditions, guided by his expertise and experience. Managing career in the financial industry spans more than two decades.
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