Stephen Spencer
About Stephen Spencer
Stephen Spencer serves as the Vice President of Wealth Management at UBS Financial Services Inc, where he has worked since 2005. He previously held positions at Morgan Stanley and as a retired financial advisor specializing in non-profit services.
Current Role at UBS
Stephen Spencer serves as Vice President in Wealth Management at UBS Financial Services Inc. He has held this position since 2005, contributing to the firm's financial advisory services for 19 years. His role involves providing personalized wealth management strategies to clients, focusing on investment management and financial planning.
Previous Experience at Morgan Stanley
Before joining UBS, Stephen Spencer worked at Morgan Stanley in Brea, California, from 1999 to 2005. During his six years at Morgan Stanley, he gained extensive experience in financial services, developing skills that would benefit his future roles in wealth management.
Retired Financial Advisor Experience
Stephen Spencer transitioned to a role as a Retired Financial Advisor and Non-profit Specialist from 2015 to 2018 in Southern California. This three-year period allowed him to focus on non-profit initiatives while leveraging his financial expertise to support various causes.
Education and Academic Background
Stephen Spencer's educational journey includes studying Liberal Arts and Business at Susquehanna University from 2099 to 2102. He also earned a Bachelor of Arts in Political Science from the University of North Texas between 2101 and 2104. His foundational education at Conestoga High School in Berwyn, PA, from 2097 to 2100, provided him with essential skills for his future academic and professional endeavors.