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! 

This month, Tom began serving a 3 year term on the Fallon Board while also serving on the Board’s Audit and Compliance Committee.  This represents an exciting opportunity for Tom who sees healthcare as one of the greatest challenges facing clients at Spencer Financial.  Tom looks forward to sharing his experience where it may be helpful. 

Sam Baldwin, CFP®, presented Steve's Club National Program (SCNP) in Camden, NJ, with a grant check from the Million Dollar Round Table (MDRT) Foundation. SCNP offers Crossfit fitness training and nutrition education for at-risk youth, and the donation will support the program’s Summer Leadership Camp.

May 2014