Blog | Spencer Financial, LLC

Happy One Year Anniversary to Peter Murphy!

Spencer Financial, LLC — Wed, 30 Aug 2023 04:00:00 +0000

Happy one year anniversary to Peter Murphy, who was added to our team in August of 2022! Peter started his career as a Workers’ Compensation underwriter in the world of commercial insurance. He is currently an advisor assistant and insurance specialist for Spencer Financial

Gene Barton Completes One Year at Spencer Financial!

Spencer Financial, LLC — Tue, 15 Aug 2023 04:00:00 +0000

Happy one year anniversary to Gene Barton, who was added to our team this time last year! Gene has been a great addition to the Spencer Financial team! Gene operates as a Paraplanner and works with our team to deliver retirement analysis to our clients in all stages of their financial lives.

Welcoming the Newest Member of the Spencer Financial Family

Spencer Financial, LLC — Sat, 01 Jul 2023 04:00:00 +0000

On April 14th, 2023, our very own Dan Enos welcomed a beautiful baby boy into his family, Brayden Enos. Brayden has brought so much love and joy to his family. Congratulations to Dan and Cassie!

Spencer Financial Celebrates Retirement of Mary Toth, CFP® After 17 Years of Service

Spencer Financial, LLC — Thu, 01 Sep 2022 12:58:39 +0000

It is bittersweet to announce that effective September 1st, 2022, Mary Toth has retired from her position at Spencer Financial. She looks forward to spending more time with her growing family, traveling, and trying to lower her golf handicap!

Spencer Financial Welcomes Latest Team Member, Peter Murphy

Spencer Financial, LLC — Thu, 01 Sep 2022 12:51:40 +0000

Spencer Financial continues to grow with our newest team member, Peter Murphy. Peter currently lives in Waltham, MA and comes from a commercial insurance underwriting background.

Spencer Financial Hires Paraplanner to Retirement Analysis Team

Spencer Financial, LLC — Mon, 15 Aug 2022 12:44:34 +0000

We are pleased to announce Gene Barton as the latest hire to the Spencer Financial team. Gene is from Wayland, MA and previously worked at F.L.Putnam Investment Management Company.

Spencer Financial Sponsors & Plays in 10th Annual Sudbury for Wounded Warriors Golf Tournament

Spencer Financial, LLC — Wed, 06 Oct 2021 13:33:56 +0000

Spencer Financial was proud to sponsor and play in the 10th annual Sudbury for Wounded Warriors "Drive Fore Our Troops Golf Tournament" hosted at Charter Oak Country Club. Thank you to all of our friends at ALKU for joining us in supporting such a great cause!

Spencer Financial Team adds Director of Retirement Plan Services

Spencer Financial, LLC — Mon, 26 Apr 2021 15:18:54 +0000

Please join us in welcoming our new Director of Retirement Plan Services, Jamie Swasey. Jamie is from New Hampshire, and previously worked for Putnam Investments, caring for clients with retirement plans ranging from $5M to $1B in assets.

Bill Spencer, CFP®, AIF® Named Sudbury Foundation Trustee

Spencer Financial, LLC — Wed, 11 Nov 2020 18:12:57 +0000

Congratulations to Bill Spencer on his appointment to the board of trustees of the Sudbury Foundation. This amazing foundation is supporting Sudbury and the surrounding communities through their generous grantmaking and scholarship programs.

Bill Spencer, CFP®, AIF® Honored by NAIFA Massachusetts

Spencer Financial, LLC — Fri, 06 Nov 2020 20:43:26 +0000

Bill Spencer, was recognized as one of the 4 Top Young Advisors in Massachusetts under the age of 40 for 2020.