Martha Spence
Vice President, Senior Financial Advisor
As a cancer survivor, grateful for the medical professionals who assisted her in recovery, Martha now focuses her 20+ year industry experience and practice resources addressing financial goals of medical and dental practitioners in her community.
Martha is a member the North GA Trust & Estate Planning Council, the Rotary Club of Gainesville, GA and serves on the non profit Board of North Ga Community Foundation. She is proud to note, that in 2023, The Rotary Foundation International named her a Paul Harris Fellow.
Martha holds her Series 7, Series 66, Series 63 & SIE FINRA industry securities registrations. She also holds her GA Life, Accident and Sickness Insurance Agent License.
Additionally, Martha was named to the 2024 Forbes "Best-in-State Wealth Management Teams" list as a member of the Katulka/Spence Team. Published on January 9, 2024. Rankings based on data as of March 31 2023**
She and her teenage son live in historic Hall County, GA. They enjoy Formula 1 racing and visiting family in Topsail Beach, NC.
With 20+ years of experience and resources to address the following:
Financial Planning
Strategies to address student loan debt
Practice startup or practice acquisition
Exit planning strategies including partner buyout
Sale of practice or business through our Private Sales Referral Network
Disability insurance
Building expansions, renovations, mortgages, custom lending through my access to Bank of America
Establishing Defined Benefit Cash Balance Plans
Employee retirement plans
Employee educational events
Banking solutions, merchant services through Bank of America
Saving for kids education
Philanthropic interests
Tax deferral strategies
NMLS ID 1692061
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
