Tom Spencer provided clients and the team of professionals at Spencer Financial, LLC with first-hand knowledge of multiple market and economic cycles for 40 years. He is now retired with confidence that his former clients receive ongoing high-level client service, advice, and solutions.

His financial services career began immediately following graduation from Brown University.  He held multiple industry designations including the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®).

Tom has been featured in financial segments on NBC’s “The Today Show,” WBNW radio’s “Smart Money,” and on the PBS broadcast “Creative Living” sharing the ideas and practices utilized at Spencer Financial.

Tom and his wife Suzanne raised their family in Sudbury, Massachusetts’s starting in 1980.  Currently, they live in Sarasota Florida and Stow Massachusetts.

Industry Accolades:

• Awarded the 25th annual “Albert Richardson Award” given to the individual with the highest level of commitment and service to clients, the industry and the community by the National Association of Insurance and Financial Advisors (NAIFA) Boston.
• Chosen to address more than 7,000 members from 40 countries from the Main Platform at the MDRT annual meeting in Toronto, Canada.

Community Service:

• Served on the Board of Directors of Fallon Health in Massachusetts
• Chaired the Executive Evaluation and Compensation Committee at Fallon Heath.
• Served as Chairman of the Board of Trustees for Endicott College in Beverly, MA
• Member of the Endicott College Executive Committee.

 *Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.  These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.