PROFESSIONAL PROFILE
David Earl Spencer, Financial Advisor:
Our advisory team, The Spencer Group, works primarily with attorneys, physicians and business owners who neither have the time nor desire to manage their own portfolios. Clients value the disciplined approach we bring to each relationship, and they understand that a successful wealth management strategy addresses every aspect of their financial life.
To help you reach your financial objectives and live the lifestyle you deserve, we focus on several key areas. First, we listen intensely to make sure that we understand you and your goals, your time horizon and appropriate levels of risk (where applicable).
We follow a proven process that focuses on:
1. Establish and prioritize your financial goals
2. Develop your personalized investment strategy
3. Implement solutions
4. Review your financial progress
When you are considering any investment vehicle, it is essential that you are working with an advisor who understands the intricacies of how those financial products work. Prior to joining Merrill Lynch, I worked exclusively with banks, credit unions, insurance and credit card companies developing and marketing financial products.
My experience in Management Consulting & Financial Marketing affords me an in-depth perspective that clients find valuable when viewing the broader scope of their financial lives.
We look forward to working with you.
Regards,
David
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David Earl Spencer
Financial Advisor
Merrill Lynch
The Spencer Group
1111 Broadway, 22nd Floor
Oakland, CA 94607
(510) 208-3822 Phone
(510) 291-4949 Fax
Email: David_Spencer@ml.com
Website: www.fa.ml.com/SPENCER
Assistant Contact Info:
Miriam Reyes
Client Associate
(510) 208-3853 Phone
(510) 291-4949 Fax
Email: Miriam_Reyes@ml.com
Backup Assistant Contact Info:
Dottie Gorton
Sr. Registered Client Associate
(510) 208-3807 Phone
(510) 291-4015 Fax
Email: Dottie_Gorton@ml.com