
Richard Spencer
The Spencer Group is a complete wealth management team that has the knowledge and experience to help guide our clients to achieve their financial objectives with transparency and a disciplined process. Our guidance is tailored to support our clients' current lifestyle, as well as, planning and implementing retirement income needs, legacy goals, while seeking to make them feel confident at every step. Our team is a resource for the clients that we serve.
We are a team with extensive knowledge and experience, that leverages the global resources and intellectual insights that comes with Morgan Stanley.
We work collaboratively to navigate complex issues, manage risk and help our clients preserve and grow their wealth with trust, transparency and objectivity.
Our commitment to our clients serves as the foundation for our guiding principles and is supported by our integrity and competency. We strive to be your essential advisor today and for generations to come.
Forbes America's Top Wealth Advisors & Best-In-State Wealth Advisors Source: Forbes.com (Awarded April 2025) Data compiled by SHOOK Research LLC for the period 6/30/23 - 6/30/24.
Source: Forbes.com (April 2025) 2025 Forbes America's Top Wealth Advisors and Best-In- State Wealth Advisors rankings awarded in 2025. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) for the period from 6/30/23-6/30/24. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. This ranking is based on in-person and telephone due diligence meetings to evaluate each Financial Advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and may not be representative of any one client's experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. This ranking is not indicative of the Financial Advisor's future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC, or Forbes. For more information, see www.SHOOKresearch.com. © 2025 Morgan Stanley Smith Barney LLC. Member SIPC.