Danielle and her husband Alan are pleased to announce the birth of their daughter. Zoe Mary Lau was born on May 9th, 2017.

We are excited to welcome Dan Enos to our team. Dan is from Dracut, MA and previously worked at Fidelity.

It was an honor for Sam to serve as Chairman of the Grants Committee for the MDRT Foundation for the 2017 grants year. Since 1959, MDRT Foundation has awarded more than USD 30 million in life changing grants to charitable organizations worldwide.

As Chairman, Sam led the efforts of eleven committee members from the USA, Scotland, and England.

On Saturday, November 19th, Bill Spencer ran the SMILE Mass annual Gobble Wobble 5K. His daughter ran the kids Fun Run

Please welcome the newest member of the Spencer Financial team, Oksana Levchenko. Oksana lives in Holliston, MA and is a mother of two. She is a former HR Manager, data analyst, and translator who speaks three languages (English, Ukrainian, and Russian). 

Spencer Financial participated in the TEC [The Education Cooperative Internship Program], this summer.  The TEC is a non-profit under the Dept.

Congratulations to Nick & Ali Toth! 

On July 30th 2015,   Bill Spencer of Spencer Financial, LLC in Sudbury traveled to Otisfield, Maine to deliver a $5,000 grant to the Seeds of Peace International Camp.  Spencer was able to procure the grant through his involvement with the Million Dollar Round Table Foundation under their Worldwide Grant Program.

Samuel Baldwin & Bill Spencer, have been awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies™ (the Center), the standards-setting body for fi360

Bill and his wife Jennifer are pleased to announce the birth of their son.  William Thomas Spencer IV was born on October 24, 2014.  Will is Tom’s third grandchild!