Alex Spencer

Alex Spencer has over 20 years’ experience in financial services. He has served as a financial advisor, sales manager, national sales manager, and wholesaler, working exclusively in the bank and credit union channel. Alex has the in-depth knowledge of what the most successful advisors in banks and credit unions do to be successful. He takes special pride in helping others build their business and achieve success. Alex resides in San Antonio, Texas with his wife, Annie, and their five children, Olivia, Sophia, Lulu, Croix, and Leo. He holds a Bachelor of Arts degree from the University of Texas in Austin and the following licenses: Series 7, 24, 63, 65 and Texas Life & Health. He is a Chartered Retirement Planning Counselor (CRPC®) and Certified Social Security Claiming Strategist (CSSCS®).