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.

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.

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.

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

Tom and Suzanne recently attended the dedication of the new Gerrish School of Business on the campus of Endicott College in Beverly, MA where Tom is a Trustee and has served as Chairman of the Board.  They were recognized for their donation of a classroom in the new facility.  

Tom Spencer, Bill Spencer and Sam Baldwin recently presented  “Creating and Cultivating a Successful Business Model” to an audience of more than 400 financial advisors.  The advisors annual gathering featured speakers including  industry leaders and experts in a variety of technical disciplines.

Spencer Financial joins Habitat for Humanity MetroWest as a Corporate Sponsor for a local build project in Wayland. Kim Lanzillotta, who is coordinating the firms effort with Habitat, has recently joined the Family Selection Committee to increase her role with Habitat and support the family homeownership process for Wayland.

Tom Spencer traveled to Otisfield, Maine to deliver a $10,000 grant to the Seeds of Peace International Camp

The Habitat for Humanity project to build four single family homes in two duplex structures on town-donated land on Stonebridge Road in Wayland, kicked off with a ground breaking ceremony on June 29th 2013.  Spencer Financial was represented at the groundbreaking by the firm’s Partners, Bill Spencer, CFP® and Sam Baldwin, CFP®.

Bill Spencer and Sam Baldwin were invited to serve among the leadership for MDRT preceding the 2013 Annual Meeting in Philadelphia.  Bill sat on the Content Development Committee in the fall of 2012 and has since written several articles which were published for the international membership.  Sam was tasked with choosing and developing the speakers for the Wealth Management track at t