Spencer Lawson
Financial Analyst @Bcr Wealth Strategies
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WORK HISTORY
Financial Analyst @Bcr Wealth Strategies
Birmingham, AL, US
Earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) designation and Series 65 license. Contact for multiple different households and lead the Investment Management department, overseeing strategy and execution. Provide comprehensive financial planning across investment management, tax planning, estate planning, retirement planning,and insurance solutions for 85+ households. Mentor and train junior advisors, fostering growth in financial planning and client relationship management. Help coordinate communication between marketing, investment, operations, and other departments to streamline business operations.
EDUCATION
The University of Alabama
Bachelor of Business Administration - BBA, Finance and Financial Management Services
ABOUT SPENCER LAWSON
Based in Birmingham, Alabama, I help individuals and families make confident financial…
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