Spencer Humphrey's Location
Phoenix, AZ, US
Spencer Humphrey's Work
- Senior Advisor @ Soltis Investment Advisors
- Wealth Management Advisor @ TIAA
- Financial Consultant, Private Client Group @ Morgan Stanley
- Participant Counselor @ Transamerica
- Workplace Planning and Guidance Consultant @ Fidelity Investments
Spencer Humphrey's Education
- Westminster College
Master of Business Administration - MBA (Financial Planning and Services)
- University of Utah
BA (Political Science)
- Universitat Autònoma de Barcelona
Spanish Language and Literature
Spencer Humphrey's Skills
- Estate Planning
- Modern Portfolio Theory
- 10B5 1 Plans
- Charitable Trusts
- Stock Compensation
- Fixed Income
- Defined Contribution
- Insurance
- Fiduciary Services
- Retirement Planning
Spencer Humphrey's Summary
Spencer Humphrey, based in Phoenix, AZ, US, is currently a Senior Advisor at Soltis Investment Advisors, bringing experience from previous roles at TIAA, Morgan Stanley USA, Transamerica and Fidelity Investments. Spencer Humphrey holds a Master of Business Administration - MBA in Financial Planning and Services @ Westminster College. With a robust skill set that includes Estate Planning, Modern Portfolio Theory, 10B5 1 Plans, Charitable Trusts, Stock Compensation and more, Spencer Humphrey contributes valuable insights to the industry. Spencer Humphrey has 4 emails on RocketReach.
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