ADVISOR BIO

Spencer E Marcus is a financial advisor who is registered in 37 states and is actively registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Spencer has been in the industry for over 10 years, working with a variety of clients including high net worth individuals, corporations, and pension plans. Spencer is a Series 66, 7 and SIE exam holder and specializes in securities, options, and commodities. In addition to his work with Merrill Lynch, Spencer is also involved in real estate investment.

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Spencer David Sherman is a financial advisor who has been in the industry since 1987. Spencer David Sherman is registered with the state of California and works for Abacus Wealth Partners. The firm has offices in Sebastopol and Santa Monica, CA. Spencer David Sherman has a long history of experience working in the financial services industry. Spencer David Sherman holds the Series 7, Series 6, Series 63, and Series 65 licenses. Spencer David Sherman also holds the Certified Financial Planner (CFP) designation. The firm focuses on providing financial planning, portfolio management, and consulting services to individuals, high net worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, pooled investment vehicles, and other investment advisors.

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Spencer Edwin Taylor is an investment advisor representative associated with Merrill Lynch, Pierce, Fenner & Smith Inc. Spencer has been in the securities industry since August 13, 2012 and has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since December 4, 2009. Spencer holds Series 63, 65, 66, 7, 9, 10, and SIE licenses. Spencer is registered in 53 states for broker-dealer activities and 2 states for investment advisor activities. Spencer has a history of working with a wide range of clients including individuals, high net worth individuals, corporations, insurance companies, pension and profit-sharing plans, and charitable organizations.

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Spencer Harvey Lloyd is a financial advisor with Monterey Private Wealth, Inc. located in Monterey, CA. Spencer has been a registered Investment Advisor since 2019. Previously, Spencer was employed by UBS Financial Services Inc. in Salt Lake City, Utah. Spencer is a Certified Financial Planner (CFP) and holds a Series 7 and Series 66 license. Spencer has a strong background in financial planning, portfolio management, and pension consulting. Spencer specializes in working with individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

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Spencer M. Miller is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. with over 9 years of experience in the industry. Spencer is registered to offer securities and investment advisory services in 32 states and 3 jurisdictions. Spencer has a Series 7, Series 66 and SIE license. In addition to serving individual clients, Spencer also provides investment advisory services to businesses, corporations, insurance companies, charitable organizations, pension and profit sharing plans, and state or municipal government entities.

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Spencer Lund Weston is a financial advisor with over 20 years of experience in the industry. Spencer is currently registered with Osaic Wealth, Inc. in California. Previously, Spencer was registered with Woodbury Financial Services, Inc., Questar Capital Corporation, and 1st Global Capital Corp., all in California. Spencer holds both Series 66 and 63 licenses as well as Series 7 and SIE. Spencer has a broad range of experience in financial planning and portfolio management, and is committed to providing personalized service to clients.

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Spencer Rhode is an Investment Advisor Representative with Corvus Wealth Advisors LLC. Spencer is registered to provide Investment Advisor services in California. Spencer has been in the financial services industry since March of 2012 and has experience as a student, employee at Taco Bell, and Magnuson Superchargers. Spencer has worked at Corvus Wealth Advisors LLC since June 2021 and is currently registered with the firm since March 2022.

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Spencer Jung is a financial advisor with Osaic Wealth, Inc. Spencer has been a registered representative for over 2 years. Spencer is licensed to provide financial services in California, Colorado, Nevada, New York, Oklahoma and Texas. Spencer offers a variety of financial planning services, including portfolio management, retirement planning, and educational seminars. Spencer is also a licensed insurance agent.

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Spencer Kataoka Kaplan is a registered investment advisor representative with J.p. Morgan Securities LLC. Spencer has been in the financial industry since October 2014. Spencer is registered in 53 states and has a Series 7, Series 63, and Series 65 license. Spencer is also registered as an investment advisor representative with J.P. MORGAN SECURITIES LLC. J.p. Morgan Securities LLC is a broker-dealer and investment advisor registered with the SEC.

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Spencer Nathan Torgan is a financial advisor with over 15 years of experience in the industry. Spencer is currently registered with Morgan Stanley and has been with the firm since June 2015. Prior to joining Morgan Stanley, Spencer was a financial advisor with WELLS FARGO ADVISORS, LLC. Spencer holds a Series 66, Series 7, and SIE licenses and is registered to provide investment advice in 48 states. Spencer's areas of specialization include investment management, financial planning, retirement planning, and estate planning.

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