Spencer joined Merrill in 2014 after a career teaching at Yale, Cornell, and other universities. He helps families build a worry free retirement, preserve wealth, and strategize wealth transfer to succeeding generations and charities. Spencer works with top faculty at research universities in Nashville and throughout Tennessee, Kentucky, Alabama, and Georgia. In addition, he works with executives throughout the country. Spencer moved to Tennessee in 2006 and lives in Nashville with his wife Emily and daughter Twila Suzanne. He has degrees from Yale, Cornell, and the University of Oregon. Spencer has served on the board of directors of the Yale Club of Middle Tennessee and as a member of the local All Ivy Leadership Group. He holds the Certified Investment Management Analyst® (CIMA®) and Certified Private Wealth Advisor® (CPWA®) designations, administered by Investments & Wealth Institute™ and taught in conjunction with Yale School of Management.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
