Billy Spencer
Financial planner
- Role
- Wealth Manager at Crestwood Advisors
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Wealth Manager
Jul 2024 — Present
Education
Kansas State University
Graduate Certificate, Financial Therapy
2023 — 2024
Creighton University's Heider College of Business
Graduate Certificate, Financial Psychology and Behavioral Finance
2020 — 2021
Saint Michael's College
Bachelor of Science, Business Administration
2006 — 2010
Boston University
Certificate in Financial Planning, Financial Planning and Services
2014 — 2015
Kansas State University
Master's degree, Advanced Financial Planning and Financial Therapy
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