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

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.