Spencer Lloyd

Partner / Private Wealth Manager at Creative Planning Inc.

Role: Partner Private Wealth Manager at Creative Planning Inc at Creative Planning
Location: Monterey, CA, US
LinkedIn followers: 500 followers

About Spencer Lloyd

Creative Planning provides comprehensive wealth management services, including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Creative Planning is an independent wealth advisory firm with approximately $350 billion in combined assets under management and advisement as of 12/1/24 and clients in all 50 states and abroad.Specialties: Wealth Management; Investment Management for Individuals, Businesses, and Charities;Financial Planning; Wills, Trusts, and Estate Planning; Tax Planning; Charitable Planning; Business Succession Planning; Risk Management; Business Services; Managed IT; Outsourced Accounting & Bill Pay; M&A Consulting; Payroll Services; Audit & Attest; Business Valuations.

Experience

Partner Private Wealth Manager at Creative Planning Inc
Creative Planning
Apr 2025 — Present · Monterey, CA, US
Creative Planning provides comprehensive wealth management services, including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Creative Planning is an independent wealth advisory firm with approximately $350 billion in combined assets under management and advisement as of 12/1/24 and clients in all 50 states and abroad.Specialties: Wealth Management; Investment Management for Individuals, Businesses, and Charities;Financial Planning; Wills, Trusts, and Estate Planning; Tax Planning; Charitable Planning; Business Succession Planning; Risk Management; Business Services; Managed IT; Outsourced Accounting & Bill Pay; M&A Consulting; Payroll Services; Audit & Attest; Business Valuations

Education

Utah State University - Jon M. Huntsman School of Business
Bachelor of Science, Economics
2001 — 2008
Utah State University - Jon M. Huntsman School of Business
Bachelor of Science - BS, Finance, General
2008
Oklahoma State University
Master of Science - MS, Family Financial Planning
2014 — 2016

Skills

Analysis
Leadership
Team Leadership
Public Speaking
Management
Team Building
Finance
Microsoft Excel
Loans
Microsoft Office
Sales
Risk Management
Financial Accounting
Economics
Business Development
Wealth Management
Friendly Personality
Project Management
Prime Brokerage
Customer Service
Wealth Management Services
Private Banking
Business Strategy
Account Management
Financial Risk
Strategic Planning
Financial Analysis
Financial Services

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