Jeffrey P. Spencer joined Concord Wealth Management in 2015 as an Advisor. Prior to coming to Concord Wealth Management, Jeff held positions at New York Life and Northwestern Mutual.
Jeff enjoys working with clients to establish their long-term financial goals focusing on: retirement planning, death and disability protection plans, college education funding, income and asset protection using long-term care, estate planning, employee retention programs, and family business asset retention.
Jeff holds licenses in Life, Accident & Health Insurance as well as his Series 6 and 63. He received a B.S.B.A. in Finance from Suffolk University in Boston.
In his spare time, Jeff enjoys playing hockey and golf as well as restoring old cars. He resides in Saugus with his wife Viktoriya.
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