Spencer Reedy

CRPC
MainStay Advisors
Private Wealth Advisor, Raymond James Financial Services

For over ten years, Spencer has worked with families to create the vision they seek for their financial future and then aid in working toward their long-term financial success. He uses an established process designed to help families achieve their goals.

Custom-Tailored Investing: Spencer takes the time necessary to understand their individual needs before offering a tailored solution specifically designed around helping them achieve their goals.

Meaningful Communication: Any sound financial plan needs accountability and meaningful communication to achieve success. Clients receive timely and regular contact to track the progress of their plan.

Goal Planning & Monitoring: Goals drive the plan and the plan dictates the portfolio. Spencer works hard to set proper and realistic expectations for clients for both goal and performance outcomes.

Transparency: Costs are transparent and presented for evaluation on an annual basis.

Spencer attended Mississippi College and earned a degree in Business Administration.


Comprehensive Strategies

Personal and Household Finance Advising
Retirement Income Distribution Planning
Insured Income Strategies
Tax-Free Income Strategies
Education Planning
Catastrophic Loss Planning
Wealth Transfer

Core Strategies

Goal Planning & Monitoring
Retirement Planning
Integrated Risk Tolerance
Asset Allocation Direction
Customized Investment Implementation
Plan Success Probability & Optimization

Investment Portfolio Evaluations
Performance Assessment
Contribution & Withdrawal Tracking
Risk vs. Reward Charting
Tax Projections
Fee & Cost Disclosures

Financial Organization:
Written Meeting Summaries
External Account Aggregation
Personal Financial Organizer
Digital Organizer / Online Vault
Mobile Device Applications