Spencer@symphony-financial.com

Spencer brings more than twenty years of wealth management experience serving individuals, families, and businesses. He began his career in the financial industry in 1989 with Prudential Insurance, where he developed a strong foundation in insurance planning, an important component of a comprehensive financial strategy.

In 1995, Spencer became a financial advisor with Prudential Securities, the firm’s brokerage subsidiary, where he spent a total of eleven years. He continued to expand his expertise in 2000 when he joined Smith Barney as a financial planning specialist, working closely with clients to develop personalized financial strategies. Spencer joined Symphony Financial Services Inc. in late 2009.

Spencer specializes in helping retirees create highly predictable income streams. He takes a disciplined, risk-aware approach, carefully evaluating each client’s goals to design investment strategies aligned with their long-term objectives. Through ongoing monitoring and regular reviews, he remains a consistent and accessible source of guidance for his clients.

He is licensed in Ohio for Life and Health Insurance and Annuities and holds FINRA Series 7 and 63 securities registrations through LPL Financial as well as the Series 65 through Symphony Financial Services, Inc.

Spencer resides in Hinckley, Ohio, with his fiancée, Cheri, and their dog, Penny. In his free time, he enjoys fishing on Lake Erie.