Unclaimed
Spencer McConnell Huggins is a Certified Financial Planner™ professional with over 10 years of experience in the financial services industry. Spencer currently works as an investment advisor representative at Fifth Third Wealth Advisors LLC. Prior to joining Fifth Third Wealth Advisors LLC, Spencer worked at Truist Advisory Services, Inc., BB&T Bank, and Wells Fargo. Spencer is registered to provide investment advisory services in NC, OH, and TX. Spencer specializes in providing financial planning services, portfolio management services for businesses and individuals, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NC
10/11/2024 - Present
Fifth Third Wealth Advisors LLC (Charlotte NC)
Active
Inactive
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