Spencer Georgetti
Client Service Advisor
- Role
- Client Service Advisor at Wright Financial Group Llc
- Location
- Toledo, OH, US
- LinkedIn followers
- 500 followers
About Spencer Georgetti
Whether your goals include preparing for milestone life events like retirement or college, protecting your family\'s future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Wright Financial Group and Sound Income Strategies, LLC are not associated entities. Wright Financial Group is a franchisee of Retirement Income Source, LLC. Retirement Income Source, LLC and Sound Income Strategies, LLC are associated entities.
Experience
Client Service Advisor
Jun 2025 — Present
Education
Adrian College
Bachelor’s Degree, Accounting
2012 — 2016
Adrian College
Master of Science (M.S.), Accounting
2016 — 2017
Skills
- Microsoft Word
- Mathematics
- Microsoft Excel
- Accounting
- Access
- Works Well in a Team
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