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Spencer Huggins

Spencer M. Huggins, CFP®, CTFA, CEPA
Investment Manager

110 S Stratford Rd

Suite 500,

Winston-Salem, NC 27104-4230

shuggins@truist.com

Phone 336-733-3302

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About me

Background

Spencer Huggins is an Investment Manager with Truist Wealth in the Winston-Salem, NC market, offering clients 10 years of investment management experience. He has spent the entirety of his career in Wealth Management, specifically in the capacity of a fiduciary on behalf of clients. As an Investment Manager, he develops and maintains an investment strategy to assist clients in addressing specific investment goals and objectives. Spencer gets satisfaction by building relationships and working together with client in order to tailor a wealth management approach that fits for present and future generations.


Education

Bachelors of Business Administration
Campbell University 2010
Master of Business Administration
Campbell University 2012
Master of Trust and Wealth Management
Campbell University 2012

Personal Interests

Spencer and his wife, Lauren, have three young children. Outside of work, Spencer is an active participant in his church and enjoys spending time outdoors cycling, swimming, running, golfing, and participating in activities with his children.

Specialties

  • 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

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

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

  • 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

Sterling Performance Club
BB&T now Truist 2018

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