Marilyn Spencer, Cfp® Email and Phone Number

Provided comprehensive financial planning and advisory services to a portfolio of high net worth clients. Managed the full client experience to assure the highest level of care and service. Assisted with business development and firm relations initiatives. Key contributor to the retention and acquisition of firm clients.

Provided comprehensive tax planning and compliance services to high net worth individuals and closely held businesses.

Provided U.S. and Australian tax preparation and planning services to inbound and outbound expatriates. Assisted international employers with implementing International Assignment Policies and administering tax equalization strategies.

Provided U.S. tax preparation and planning services to inbound and outbound expatriates and foreign nationals. Assisted international employers with implementing International Assignment Policies and administering tax equalization strategies. Collaborated extensively with foreign PwC offices to ensure worldwide tax compliance for our clients' international assignees.