Billy Spencer

Wealth Manager @Crestwood Advisors

Boston, MA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jul 2024 — Present

Wealth Manager @Crestwood Advisors

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EDUCATION

2023 — 2024

Kansas State University

Graduate Certificate, Financial Therapy

2020 — 2021

Creighton University's Heider College of Business

Graduate Certificate, Financial Psychology and Behavioral Finance

2006 — 2010

Saint Michael's College

Bachelor of Science, Business Administration

2014 — 2015

Boston University

Certificate in Financial Planning, Financial Planning and Services

N/A

Kansas State University

Master's degree, Advanced Financial Planning and Financial Therapy

ABOUT BILLY SPENCER

Financial planner

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