Spencer Reedy Bio Image

Spencer Reedy,

CRPC™ Private Wealth Advisors, RJFS

For over 10 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 strategy 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

Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.