Spencer is a Financial Adviser, joining Montz Harcus Wealth Management in 2020. Spencer has over six years of experience in the financial services industry, having previous worked at Morgan Stanley and Merrill Lynch in their Wealth Management department.
He graduated from Louisiana State University, earning a B.S. degree in Business with a minor in Personal Investing. Spencer is a registered Investment Adviser Representative with Montz Harcus Wealth Management and holds independent Life and Disability insurance licenses.
He is a New Orleans native and a graduate of Jesuit High School. In his free time, he enjoys coaching youth sports, spending time with his family and friends, and traveling.
Securities and investment advisory services are offered through Montz Harcus Wealth Management, LLC (MHWM) with securities cleared through TD Ameritrade Institutional. Securities also offered through Purshe Kaplan Sterling Investments, member FINRA/SIPC, headquartered at 80 State St., Albany, NY 12207. Tax and Insurance services provided by Physicians Resource Group. Purshe Kaplan Sterling Investments is not affiliated with Montz Harcus Wealth Management or Physicians Resource Group.
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Montz Harcus Wealth Management LLC (“MHWM”) is a registered investment adviser registered with the Securities and Exchange Commission (“SEC”) and notice filed in the states where the Adviser either has an office or the de minimis number of clients. No information contained in this website has been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. Registration as a registered investment adviser does not imply a certain level of skill or training.