Spencer Carpenter is a Financial Advisor with Truist Investment Services, Inc. He offers clients more than 18 years of financial services experience. Spencer is a graduate of Florida Atlantic University and the University of Phoenix. Spencer was nominated and selected as top 40 under 40 Leaders of Today and Tomorrow by Legacy Magazine. Spencer is nationally recognized as one of the Top 100 Advisors to Watch by Advisorhub.
Spencer's focus is advising on the development and implementation of investment strategies to help clients meet their immediate and future goals. He follows a disciplined process of assessing a client’s financial situation, determining risk tolerance, forming and executing an appropriate investment plan, and regular portfolio re-balancing in order to obtain measurable results. He also consults on risk management, retirement planning, insurance planning, and other critical financial strategies.
Truist Investment Services, Inc. is a full-service broker-dealer that is an integral part of Truist Banks, Inc. – one of the nation’s largest and most respected financial services organizations. When you bring your investment needs to Truist Investment Services, you will benefit from:
* A long history of management experience
* An extensive range of financial products
* Personalized financial planning and advice
