Please welcome the newest member of the Spencer Financial team, Oksana Levchenko. Oksana lives in Holliston, MA and is a mother of two. She is a former HR Manager, data analyst, and translator who speaks three languages (English, Ukrainian, and Russian).
News & Updates
Spencer Financial participated in the TEC [The Education Cooperative Internship Program], this summer. The TEC is a non-profit under the Dept.
On July 30th, Bill Spencer of Spencer Financial, LLC in Sudbury traveled to Otisfield, Maine to deliver a $5,000 grant to the Seeds of Peace International Camp. Spencer was able to procure the grant through his involvement with the Million Dollar Round Table Foundation under their Worldwide Grant Program.
Samuel Baldwin & Bill Spencer, have been awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies™ (the Center), the standards-setting body for fi360
Bill and his wife Jennifer are pleased to announce the birth of their son. William Thomas Spencer IV was born on October 24, 2014. Will is Tom’s third grandchild!
This month, Tom began serving a 3 year term on the Fallon Board while also serving on the Board’s Audit and Compliance Committee. This represents an exciting opportunity for Tom who sees healthcare as one of the greatest challenges facing clients at Spencer Financial. Tom looks forward to sharing his experience where it may be helpful.
Sam Baldwin, CFP®, presented Steve's Club National Program (SCNP) in Camden, NJ, with a grant check from the Million Dollar Round Table (MDRT) Foundation. SCNP offers Crossfit fitness training and nutrition education for at-risk youth, and the donation will support the program’s Summer Leadership Camp.
Spencer Financial, LLC closed its doors for the day on May 15, 2014, to participate in a day long Habitat for Humanity build in nearby Wayland, Massachusetts. They were joined by a group of hearty clients who were all participating in their first Habitat project.
February 5, 2014 – Spencer Financial, LLC, a financial advisory firm based in historic Sudbury, MA, led by Managing Partner W. Thomas Spencer Jr, was named “Practice of the Year” by Signator Investors, Inc., powered by John Hancock Financial Network.