Spencer Wright

Spencer Wright
Vice President Medical Wealth Advisor

303 Peachtree Street NE

Atlanta, GA 30308

spencer.wright@truist.com

Phone 404-618-1636

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About me

Background

Spencer Wright is a Wealth Advisor with the Medical Specialty Group of Truist Wealth, a specialized division within Truist that works exclusively with physicians, healthcare executives, and their medical practices.  Spencer has more than 6 years of experience in Truist Wealth working with clients to provide customized solutions. 

Spencer's role is to act as an advocate for his clients within the bank, helping to build teams of specialists with specialties in financial planning, investments, lending, and complex banking solutions to leverage the resources and experience of the firm to meet his client's needs.  Spencer aims to help physicians, their families, and their businesses address their financial goals, develop and refine their strategies, and ultimately provide a "road map" for achieving their personal Purpose.  

Spencer creates a client experience that leads with Listening to ensure he clearly understands how to deliver personal and tailored advice.  This Listening Experience is an innovative approach that allows him to consider a wide variety of wealth issues to provide optimal solutions.  

Spencer's goal is to build meaningful and trusted relationships with his clients and provide a best-in-class service experience, while helping physicians and their families create a framework for decision making to help them achieve their goals in life.    

#PurposeDriven #UnstoppableTogether

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

Education

Business Administration, Finance - B.S.
University of South Carolina, Moore School of Business 2015

Personal Interests

Outside of work, Spencer enjoys spending time with his wife Rachel, their French Bulldog (Bambino), family, exercising, golfing, hiking, biking, skiing, fishing, and enjoying a wide variety of music.  You can find Spencer and Rachel walking and biking through their neighborhood in Kirkwood, exploring restaurants, community gatherings and festivals.  As a committed husband, friend, big brother, and Eagle Scout, Spencer strives to inspire the best in others and to make people feel happy, valued, and heard.

Specialties

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • 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.

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for physicians

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for medical practices

Locations

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