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News & Updates

Bill Spencer of Spencer Financial, LLC presents $5,000 grant to Seeds of Peace Camp

Submitted by Spencer Financial, LLC on June 5th, 2015

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.

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Samuel Baldwin & Bill Spencer, Awarded AIF® Designations

Submitted by Spencer Financial, LLC on January 28th, 2015

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

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Bill Spencer announces the birth of his son

Submitted by Spencer Financial, LLC on October 24th, 2014

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! 

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Fallon Health elects Tom Spencer to their Board of Directors

Submitted by Spencer Financial, LLC on June 14th, 2014

 

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. 

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Sam Baldwin, CFP®, presented Steve's Club National Program (SCNP) with a grant check

Submitted by Spencer Financial, LLC on May 30th, 2014

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.

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Founding Partner Tom Spencer accepted the “Practice of the Year” award on behalf of Spencer Financial

Submitted by Spencer Financial, LLC on May 25th, 2014

May 2014

Spencer Financial, LLC participated in a day long Habitat for Humanity build

Submitted by Spencer Financial, LLC on May 15th, 2014

Spencer Financial, LLC closed its doors for the day on May 15, 2014, to participate in a day long Habitat for Humanity build in nearby Wayland, Massachusetts. They were joined by a group of hearty clients who were all participating in their first Habitat project.

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Spencer Financial, LLC Named “Practice of the Year” by Signator Investors

Submitted by Spencer Financial, LLC on February 4th, 2014

February 5, 2014 – Spencer Financial, LLC, a financial advisory firm based in historic Sudbury, MA, led by Managing Partner W. Thomas Spencer Jr, was named “Practice of the Year” by Signator Investors, Inc., powered by John Hancock Financial Network.

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Bill Spencer chairs the Pre and Post Retirement Planning Committee

Submitted by Spencer Financial, LLC on December 15th, 2013

Bill Spencer was invited to serve as Chair of MDRT's Pre and Post Retirement Planning Committee for 2013 and 2014.  The committee was made up of American and Canadian members.  The committee was tasked with creating articles, webinars and resources for international membership serving their clientele.

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Tom and Suzanne Spencer welcome grandchild #2!

Submitted by Spencer Financial, LLC on November 15th, 2013

On November 22nd, 2013 the Spencer’s got an early Thanksgiving treat when John Bradshaw Spencer Jr was born in New Orleans. 

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