After years of industry experience, Spencer is excited to continue alongside his father, Todd, with wealth planning, portfolio management, and business development. He enthusiastically joined The Knickerbocker Group in 2019 and believes the family aspect of his relationship allows him to meaningfully connect with both current and future generations of the individuals and families they serve. He looks forward to continuing his father's legacy and making a significant difference in the lives of others. Prior to joining Raymond James, Spencer began his career at Lord Abbett, one of the country's oldest investment managers. It was here that Spencer worked as a consultant to Financial Advisors, helping them develop asset allocation and income-generation strategies for their clients. Spencer is a proud alumni of Miami University, where he graduated Summa Cum Laude with a degree in Finance. Spencer has earned the right to call himself a CERTIFIED FINANCIAL PLANNER™ professional. Additionally, he is currently engaged in the Chartered Financial Analyst (CFA) Program as a Level III Candidate. Outside of the office, Spencer enjoys traveling to new places, wake-surfing in the summer, reading, and cheering on Detroit sports teams. Spencer strives to be a lifetime learner and is always looking at ways to broaden his perspective. He currently resides in Northville, MI.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.