W. Spencer

last updated 5/22/2018

W. Thomas Spencer

Founding Partner at Spencer Financial LLC

Location:
327A Boston Post Road, Sudbury, Massachusetts, United States
HQ Phone:
(978) 443-6500

General Information

Education

Bachelor of Arts degree - psychology , Brown University

Affiliations

Board Member - Fallon Health Inc

Board Member - cities of Worcester

Board Member - UltraBenefits Inc

Board Member - Summit ElderCare

Chair, Committee - MDRT member

Chairman of Trustees - Endicott College

Chairman - Million Dollar Round Table

Member - Boston Estate Planning Council

Member - National Association of Insurance and Financial Advisors

Board Member - FCHP - Fallon Health

Recent News  

Home | Spencer Financial, LLC

Tom Spencer has provided clients and the team of professionals at Spencer Financial, LLC first-hand knowledge of multiple market and economic...
Tom Spencer, ChFC® Founding Partner

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Contact | Spencer Financial, LLC

Tom Spencer, CLU ChFC
tom@spencerfinancial.com 978-443-6500 ext. 102

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Tom Spencer, ChFC® | Spencer Financial, LLC

Tom Spencer, ChFC®
Tom Spencer, ChFC® Tom Spencer, ChFC® Founding Partner Phone: 978-443-6500 ext. 102 Tom Spencer has provided clients and the team of professionals at Spencer Financial, LLC first-hand knowledge of multiple market and economic cycles along with 40 years of experience. Today he enjoys maintaining client relationships while relying on the firm's team to deliver ongoing high-level client service, advice and solutions. Tom has been featured in financial segments on NBC's "The Today Show," WBNW radio's "Smart Money," and on the PBS broadcast "Creative Living" sharing the ideas and practices utilized at Spencer Financial. His financial services career began immediately following graduation from Brown University and he has been a student of the best practices in the industry ever since. He holds multiple industry designations including the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®). Tom and his wife Suzanne have two sons and have been part of the Sudbury, Massachusetts's community since 1980.

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