Spencer D. Stone, Jr., CIMA®, is currently a Senior Vice President Wealth Management and Senior Portfolio Manager at UBS, providing comprehensive wealth management services to clients nationwide with a focus on individual relationships and customized financial solutions. Previously, Spencer served as a Senior Vice President and Financial Advisor at Morgan Stanley from 2007 to 2016. Spencer is also pursuing an MBA in Finance at The University of Toledo and has studied Business and Psychology at Miami University.
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