Billy Spencer, Cfp®, Cft™, Fbs®
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Billy Spencer, Cfp®, Cft™, Fbs® Email & Phone Number

Financial planner at Crestwood Advisors
Location: Boston, Massachusetts, United States 6 work roles 5 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Crestwood Advisors
Role
Financial planner
Location
Boston, Massachusetts, United States
Company size
41 employees

Who is Billy Spencer, Cfp®, Cft™, Fbs®? Overview

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Quick answer

Billy Spencer, Cfp®, Cft™, Fbs® is listed as Financial planner at Crestwood Advisors, a with 41 employees, based in Boston, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Billy Spencer, Cfp®, Cft™, Fbs®.

Billy Spencer, Cfp®, Cft™, Fbs® previously worked as Wealth Manager at Crestwood Advisors and Wealth Planner at Crestwood Advisors. Billy Spencer, Cfp®, Cft™, Fbs® holds Master'S Degree, Advanced Financial Planning And Financial Therapy from Kansas State University.

Company email context

Email format at Crestwood Advisors

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Crestwood Advisors

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Profile bio

About Billy Spencer, Cfp®, Cft™, Fbs®

Billy Spencer, Cfp®, Cft™, Fbs® is a Financial planner at Crestwood Advisors.

Current workplace

Billy Spencer, Cfp®, Cft™, Fbs®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Crestwood Advisors
Crestwood Advisors
Financial planner
boston, massachusetts, united states
Website
crestwoodadvisors.com
Employees
41
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Company profile
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6 roles

Billy Spencer, Cfp®, Cft™, Fbs® work experience

A career timeline built from the work history available for this profile.

Client Advisor

Crestwood Advisors

Primary responsibilities include client relationship management and financial planning.

Jun 2016 - Dec 2019

Senior Business Analyst Reporting Specialist

Jpmorgan Chase
Feb 2013 - Jan 2014

Business Analyst Reporting Specialist

Jpmorgan Chase

Greater Boston Area

May 2011 - Jan 2013
Team & coworkers

Colleagues at Crestwood Advisors

Other employees you can reach at crestwoodadvisors.com. View company contacts for 41 employees →

AB Alexandra Blake Alexandra Blake Colleague at Crestwood AdvisorsDarien, Connecticut, United States View → MH Martha Hess Martha Hess Colleague at Crestwood AdvisorsBoston, Massachusetts, United States View → BH Brigette Houghton Brigette Houghton Colleague at Crestwood AdvisorsWoburn, Massachusetts, United States View → JB Judy Burke Judy Burke Colleague at Crestwood AdvisorsWestport, Connecticut, United States View → PM Peter Malone, Cfa, Cfp® Peter Malone, Cfa, Cfp® Colleague at Crestwood AdvisorsBoston, Massachusetts, United States View → AB Anthony Brown Anthony Brown Colleague at Crestwood AdvisorsGardendale, Alabama, United States View → JM Jake Milne Jake Milne Colleague at Crestwood AdvisorsCambridge, Massachusetts, United States View → AK Adele Kaoud Adele Kaoud Colleague at Crestwood AdvisorsDarien, Connecticut, United States View → JM J. Michael Costello J. Michael Costello Colleague at Crestwood AdvisorsProvidence, Rhode Island, United States View → JA Joe Alger, Cfa Joe Alger, Cfa Colleague at Crestwood AdvisorsBoston, Massachusetts, United States View →
5 education records

Billy Spencer, Cfp®, Cft™, Fbs® education

Certificate In Financial Planning, Financial Planning And Services

Boston University
FAQ

Frequently asked questions about Billy Spencer, Cfp®, Cft™, Fbs®

Quick answers generated from the profile data available on this page.

What company does Billy Spencer, Cfp®, Cft™, Fbs® work for?

Billy Spencer, Cfp®, Cft™, Fbs® works for Crestwood Advisors.

What is Billy Spencer, Cfp®, Cft™, Fbs®'s role at Crestwood Advisors?

Billy Spencer, Cfp®, Cft™, Fbs® is listed as Financial planner at Crestwood Advisors.

Where is Billy Spencer, Cfp®, Cft™, Fbs® based?

Billy Spencer, Cfp®, Cft™, Fbs® is based in Boston, Massachusetts, United States while working with Crestwood Advisors.

What companies has Billy Spencer, Cfp®, Cft™, Fbs® worked for?

Billy Spencer, Cfp®, Cft™, Fbs® has worked for Crestwood Advisors and Jpmorgan Chase.

Who are Billy Spencer, Cfp®, Cft™, Fbs®'s colleagues at Crestwood Advisors?

Billy Spencer, Cfp®, Cft™, Fbs®'s colleagues at Crestwood Advisors include Alexandra Blake, Martha Hess, Brigette Houghton, Judy Burke, and Peter Malone, Cfa, Cfp®.

How can I contact Billy Spencer, Cfp®, Cft™, Fbs®?

You can use AeroLeads to view verified contact signals for Billy Spencer, Cfp®, Cft™, Fbs® at Crestwood Advisors, including work email, phone, and LinkedIn data when available.

What schools did Billy Spencer, Cfp®, Cft™, Fbs® attend?

Billy Spencer, Cfp®, Cft™, Fbs® holds Master'S Degree, Advanced Financial Planning And Financial Therapy from Kansas State University.

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