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Spencer Huggins Location
Winston-Salem, NC, US
Spencer Huggins Work
Managing Director @ (October 2024 - Present)
Senior Vice President | Investment Manager @ (August 2017 - October 2024)
Vice President | Fiduciary Relationship Specialist @ (September 2012 - August 2017)
Spencer Huggins Education
Campbell University
Master of Trust and Wealth Management
Campbell University
Master of Business Administration (MBA)
Campbell University
Bachelor of Business Administration (BBA) (PGA Golf Management)
The University of North Carolina at Chapel Hill
Spencer Huggins Skills
Asset Allocation
Banking
Budgets
Customer Service
Estate Planning
Estate and Gift Taxation
Fiduciary Law and Compliance
Finance
Financial Analysis
Financial Planning
Investment Analysis
Investments
Management
Marketing
Microsoft Excel
Microsoft Office
Mutual Funds
Portfolio Management
Public Speaking
Retirement Planning
Risk Management
Strategic Financial Planning
Trust and Estate Administration
Valuation
Wealth Management
Spencer Huggins Summary
Spencer Huggins, based in Winston-Salem, NC, US, is currently a Managing Director at Fifth Third Wealth Advisors. Spencer Huggins brings experience from previous roles at Truist Wealth and Wells Fargo. Spencer Huggins holds a Master of Trust and Wealth Management @ Campbell University. With a robust skill set that includes Asset Allocation, Banking, Budgets, Customer Service, Estate Planning and more. Spencer Huggins has 2 emails and 1 mobile phone numbers on RocketReach.
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