William F. Spencer

CFP®

Client Advisor

Billy_CrestwoodHeadshotBilly Spencer is primarily responsible for service and financial planning related needs of clients in connection with the Relationship Management Team. He values that “Crestwood provides team-based relationships with personalized solutions customized for the individual needs of its clients.”

Prior to joining Crestwood, Billy was an Associate at JPMorgan Chase.

Billy received a BS from Saint Michael’s College and is a CERTIFIED FINANCIAL PLANNER™ (CFP®).  He is involved as a volunteer and supporter of the Fight Like Frank Foundation, a non-profit organization committed to raising awareness for various charities. Billy resides in South Boston and can be reached at wspencer@crestwoodadvisors.com.