Spencer has over twenty years of wealth management experience with individuals, families and businesses. Spencer’s tenure in the financial industry began in 1989 with Prudential Insurance.  However, understanding insurance planning is only one piece of the overall planning picture. In 1995, he became a financial advisor with the brokerage subsidiary, Prudential Securities, and remained there for a total of eleven years.  In 2000, Spencer continued his career in the financial industry moving to Smith Barney assisting individuals, families and businesses as a Financial Planning Specialist.  Spencer came to Symphony Financial Services Inc. in the late fall of 2009.

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Spencer’s experience lies in providing predictable income streams for retirees.  He strives to achieve this by carefully measuring risk while assessing the client’s goals in order to develop a strategy to select appropriate investments.  Through his ongoing monitoring and reviews, Spencer is a consistent and accessible source of guidance and advice to his clients.

Spencer is licensed as an agent for Ohio Life and Health Insurance, Annuities and holds FINRA series 7, 63 and 65 securities registrations with LPL Financial.  

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Spencer lives in Sharon Center with his wife and twins, a daughter and a son.