Joe Spencer, CLU, ChFC
President
Joe Spencer* joined the firm in May of 1974 after graduating from Holy Cross College.
In 1980, Joe received the professional designation of Chartered Life Underwriter through The American College. This was followed by an additional designation of Chartered Financial Consultant administered through the same educational institution.
Since entering the industry, Joe Spencer has been affiliated with the Society of Financial Service Professionals and has held the positions of both President and National Committeemen for the National Association of Insurance and Financial Advisors.
Joe has also spoken at various meetings and written numerous articles for the magazines associated with the Association of Financial Advisors.
Joe has licenses for Life and Health insurance, and investments in the following states: New York, New Jersey, Colorado, Rhode Island, Florida, Maine, Connecticut and Pennsylvannia.