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News & Updates

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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Tom and Suzanne Spencer honored at Endicott College

Submitted by Spencer Financial, LLC on October 25th, 2013

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.  

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Spencer Financial advisors present at Practice Advancement Conference in Orlando, FL

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

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.

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Kim Lanzillotta serves on Habitat Family Selection Committee

Submitted by Spencer Financial, LLC on September 5th, 2013

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.

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