Spencer Wright
Vice President
Wealth Private Banking Advisor
Truist Bank
Vice President
Wealth Private Banking Advisor
Truist Bank
303 Peachtree Street NE
31st Floor,
Atlanta, GA 30308
About me
Background
Spencer Wright is a Specialty Wealth Private Banking Advisor, providing exclusive banking benefits including customized lending, mortgage solutions and liquidity solutions for Truist Wealth clients. Spencer partners with Truist Financial Advisors and Truist Specialty Wealth Advisors (Medical & Legal Wealth Divisions) across the Georgia market. Spencer has seven 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, building teams of specialists to help meet his clients' needs with lending and complex banking solutions. Spencer aims to help clients, their families, and their businesses address their financial goals and develop and refine their strategies to achieve their Purpose.
Spencer creates a client experience that leads with Listening to ensure he clearly understands how to deliver personal and tailored solutions. Spencer's goal is to build meaningful and trusted relationships with his clients and provide a best-in-class service experience, while helping clients 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.
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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
Financial planning
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions
Banking
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
Risk management
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.
