Billy Spencer

Wealth Manager at Crestwood Advisors

Billy Spencer is a Wealth Planner and Client Advisor at Crestwood Advisors since June 2016. Prior to this, Spencer worked at JPMorgan Chase as an Assistant Treasurer and Business Analyst Reporting Specialist. Spencer holds a Bachelor of Science in Business Administration from Saint Michael's College and has pursued further education in Financial Planning, Financial Therapy, Financial Psychology, and Behavioral Finance.

Location

Boston, United States

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