Spencer Humphrey is a Senior Advisor with Soltis Investment Advisors, focusing on wealth advisory services for individual and institutional clients. Prior to joining Soltis in 2020, Spencer held a variety of roles within Fidelity Investments Tax-Exempt Market organization, E*TRADE Financial Private Client Group, and the wealth management arm of TIAA. Spencer has in-depth experience working with plan sponsors, retirement plan participants, stock plan participants, and wealth management clients on their unique goals and endeavors.
Spencer earned his BA in Political Science from the University of Utah and his MBA from Westminster College. He also holds the designation of Chartered Retirement Planning Counselor (CRPC®) through the College for Financial Planning. In his free time, Spencer enjoys being outdoors with his family, golf and playing guitar.