Spencer Humphrey
Senior Advisor at Soltis Investment Advisors
- Role
- Senior Advisor at Soltis Investment Advisors
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
About Spencer Humphrey
Seasoned Financial Advisor with diverse experience advising niche institutional and…
Experience
Senior Advisor
Nov 2020 — Present · Phoenix, AZ, US
Soltis Investment Advisors is a fee-only Centre for Fiduciary Excellence (CEFEX®) certified registered investment advisory firm whose mission is \"to create, build, and manage wealth so clients are free to pursue life\'s most important endeavors.\"As a Senior Advisor, I partner with clients and other financial advisors to more efficiently manage risk and create optimal financial outcomes. Staying at the forefront of market & economic trends and utilizing best in class investments in both public & private markets is central to our process. As a fiduciary, we provide advice to individuals, plan sponsors, endowments & foundations free from any conflicts of interest.
Education
University of Utah
BA
Westminster University
Master of Business Administration - MBA
Universitat Autònoma de Barcelona
Spanish Language and Literature
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