For the pursuit of
your financial goals

Spencer J. Lynch

Spencer J. LynchManaging Director

Spencer’s career in the financial industry spans more than two decades. Over the years, he’s seen his clients through many market conditions, guided by his expertise and experience. His main goal for clients is to help them achieve their income objectives in retirement. Spencer specializes in retirement income planning, financial planning, insurance review, retirement plans both individual and corporate, and 501(c)3 and other charitable and religious investment advisory services.

He began his career in the financial industry in 1982 as a CPA with Deloitte. Then, with a desire to help people plan their financial futures, he joined Morgan Stanley Smith Barney in 1986. Then, in 2009, he went to work for Morgan Keegan, which joined with Raymond James in 2012.

Spencer is a native of Charleston. He attended the University of South Carolina, where he earned degrees in business and accounting, and also attended the Moore School of Business.

Today, Spencer and his wife, Elisabeth, live in Charleston, and have two grown children, Gabrielle and Sean. Spencer is active in the community in which he grew up and has served as President and Trustee of many cultural, Jewish and philanthropic organizations in Charleston, SC.


Spencer J. Lynch, Managing Director
Scott A. Cracraft, Managing Director
360 Concord Street || Suite 210 ||
Charleston, SC 29401
T: 843.720.3500 || TF: 866.384.9891 || F: 843.720.3535
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