Spencer Neal Email & Phone Number
Co-Founder | Retirement Plan Sponsor Advisor | Wealth Advisor @ Leading Edge Wealth Advisors LLC
Spencer Neal's Location
Annapolis, Maryland, United States
Spencer Neal's Work
- Co-Founder | Retirement Plan Sponsor Advisor | Wealth Advisor @ Leading Edge Wealth Advisors LLC
- Wealth Advisor @ Leading Edge Wealth Advisors LLC
- Accredited Investment Fiduciary, (AIF®) @ Leading Edge Wealth Advisors LLC
- Certified 401(k) Professional Designation, C(k)P® @ Leading Edge Wealth Advisors LLC
- Member @ RPAG
- Co-Founder and Advisor @ Severn Financial Advisors, LLC
- Financial Representative @ Northwestern Mutual
- Assistant Manager @ Bozzuto
- Sales Manager @ Peppertree Properties Inc
Spencer Neal's Education
- Clemson University
Bachelor of Science - BS
1991 - 1995 - UCLA Anderson School of Management
Certified 401(k) Professional Designation, C(k)P® (Retirement Plans)
2020 - 2021 - Southfield Christian School
High School
1987 - 1990
- The Gow School1989 - 1989
Spencer Neal's Skills
- Fiduciary Guidance
- 401 Retirement Savings Plans
- Plan Sponsor Advocate
- Fiduciary Services
- Wealth Management
Spencer Neal's Summary
Spencer Neal, based in Annapolis, Maryland, United States, is currently a Co-Founder | Retirement Plan Sponsor Advisor | Wealth Advisor at Leading Edge Wealth Advisors, LLC, bringing experience from previous roles at Leading Edge Wealth Advisors, LLC and RPAG. Spencer Neal holds a 1991 - 1995 Bachelor of Science - BS @ Clemson University. With a robust skill set that includes Fiduciary Guidance, 401 Retirement Savings Plans, Plan Sponsor Advocate, Fiduciary Services, Wealth Management and more, Spencer Neal contributes valuable insights to the industry. Spencer Neal has 2 emails and 1 mobile phone number on RocketReach.
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