Spencer began his career at Merrill in 2015 and has garnered national recognition as a leading financial advisor. As a CERTIFIED FINANCIAL PLANNER® professional, Spencer advises senior executives, business owners, entrepreneurs, and affluent families about multiple facets of their financial lives. He works to develop a unique strategy for each client to help achieve their financial objectives.Drawing on the resources of Merrill and Bank of America, Spencer is adept at examining both sides of a client’s balance sheet to identify gaps and capitalize on opportunities for a more efficient deployment of capital. He looks to bring the expansive abilities of the Firm to clients in a warm and personalized manner. Spencer values the client relationships that he has built over the years and is privileged to serve them.
When Spencer is out of the office you can find him coaching youth basketball or playing basketball, golf, or tennis with friends. He is also very involved with Belmont University, where he played basketball. He values the importance of investing in and shaping our youth. Spencer and his wife, Meredith, have a baby girl named Millie Kate. They live in Oak Hill and belong to Midtown Fellowship Church.
B.B.A. from Belmont UniversityCERTIFIED FINANCIAL PLANNER® certification
Spencer was Named to the 2024 Forbes “Top Next-Generation Wealth Advisors Best-in-State” listPublished on August 8, 2024. Rankings based on data as of March 31, 2024.
*2024 Forbes “Top Next-Generation Wealth Advisors Best-in-State” list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1985 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook’s rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Past performance is no guarantee of future results. Details available at SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
Our team takes a wholistic view of your financial situation to help you achieve your goals. By developing a financial plan, we are better able to manage our client's assets according to their goals. We desire to have close relationships with our clients so we know every detail of their financial lives in order to offer the best advice and guidance possible.
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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.
