Vice President, Investment Advisor
Spencer joins FinTrust after serving as a Financial Advisor at Stifel. He assists his individual clients with all their wealth management and retirement planning needs. He is a firm believer in establishing a financial roadmap for each client he works with while prioritizing individuality using the necessary financial vehicles and instruments tailored to the client’s particular values and goals. He also serves as fiduciary consultant on employer sponsored retirement plans, speaking with employers and employee groups about their unique retirement goals.
Spencer is a Greenville native. He attended high school at IMG Academies in Bradenton, FL, and went on to play college golf at The University of Alabama and Rollins College, where he was an All-American performer. After graduating from Rollins College with a major in International Relations, he played professional golf competing on various domestic and international tours. Outside of the office, Spencer lives an active lifestyle prioritizing wellness. He often travels to world-class golf destinations to study noteworthy course architecture. Additionally, he is involved in the Greenville, SC community with The First Tee – Upstate South Carolina.
Education, Credentials & Special Training:
- FINRA Licenses: Series 7 and 66
- License, Life and Health Insurance
- B.S., International Relations, Rollins College
Civic, Community, and Other Professional Affiliations:
- Volunteer Coach, The First Tee – Upstate South Carolina