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Spencer Carpenter

Spencer Carpenter
Director Financial Advisor Truist Investment Services, Inc.

540 Village Blvd

West Palm Beach, FL 33409-1902

Spencer.Carpenter@Truist.com

Phone 561-352-2874

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About me

Background

Spencer Carpenter is a Financial Advisor with Truist Investment Services, Inc., offering clients more than 15 years of financial services, retirement planning, and investment management experience. 

Spencer's focus is on advising clients around developing and implementing investment strategies to help them meet their immediate and future goals. He follows a disciplined process of assessing a client's financial situation, forming and executing an appropriate investment plan, and performing ongoing portfolio maintenance. He also consults on risk management, retirement planning, and other critical financial strategies. 

Investment Advisor Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

Master's in Business Administration
University of Phoenix 2008 2009
Bachelor's Degree
Florida Atlantic University 2001 2005

Personal Interests

Spencer is a graduate of Florida Atlantic University (FAU) and the University of Phoenix (UOP). He serves as a mentor at the FAU College of Business and he is a member of the Chamber of Commerce of the Palm Beaches and the NBMBAA.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Accomplishments

100 Solo Advisors To Watch*
Advsior Hub 2023
*The AdvisorHub 100 Solo Advisors to Watch ranking is based on assets, production, level of service, year over year growth in assets, households and production, regulatory record, community service and team diversity. The award was presented in June 2023 and is based on the aforementioned criteria through the calendar year preceding the award date with the exception of year over year production.

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    Services provided by the following affiliates of Truist Financial Corporation (Truist): Banking products and services, including loans and deposit accounts, are provided by Truist Bank, Member FDIC. Trust and investment management services are provided by Truist Bank, and Truist Delaware Trust Company. Securities, brokerage accounts and /or insurance (including annuities) are offered by Truist Investment Services, Inc., and/or P.J. Robb Variable, LLC., which are SEC registered broker-dealers, members  FINRA, SIPC, and a licensed insurance agency where applicable. Investment advisory services are offered by Truist Advisory Services, Inc., GFO Advisory Services, LLC, Sterling Capital Management, LLC, and Precept Advisory Group, LLC, each SEC registered investment advisers. Sterling Capital Funds are advised by Sterling Capital Management, LLC. Insurance products and services are offered through McGriff Insurance Services, LLC. Life insurance products are offered through Truist Life Insurance Services, a division of Crump Life Insurance Services, LLC., AR license #100103477. Both McGriff and Crump are wholly owned subsidiaries of Truist Insurance Holdings, Inc.

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