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Spencer Humphrey Email & Phone Number

Senior Advisor at Soltis Investment Advisors at Soltis Investment Advisors
Location: Greater Phoenix Area, United States 5 work roles 3 schools
1 work email found @soltisadvisors.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email s****@soltisadvisors.com
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Current company
Soltis Investment Advisors
Role
Senior Advisor at Soltis Investment Advisors
Location
Greater Phoenix Area, United States
Company size
39 employees

Who is Spencer Humphrey? Overview

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Quick answer

Spencer Humphrey is listed as Senior Advisor at Soltis Investment Advisors at Soltis Investment Advisors, a with 39 employees, based in Greater Phoenix Area, United States. AeroLeads shows a work email signal at soltisadvisors.com and a matched LinkedIn profile for Spencer Humphrey.

Spencer Humphrey previously worked as Senior Advisor at Soltis Investment Advisors and Wealth Management Advisor at Tiaa. Spencer Humphrey holds Master Of Business Administration - Mba, Financial Planning And Services from Westminster University.

Company email context

Email format at Soltis Investment Advisors

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{first}@soltisadvisors.com
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AeroLeads found 1 current-domain work email signal for Spencer Humphrey. Compare company email patterns before reaching out.

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Profile bio

About Spencer Humphrey

Seasoned Financial Advisor with diverse experience advising niche institutional and individual investor clientele, including: HR professionals, small business owners, non profit organizations, stock plan participants, retirement plan participants, high net worth individuals & families, and C-Suite executives.

Listed skills include Retirement Planning, Asset Allocation, Qualified Retirement Plans, Wealth Management, and 32 others.

Current workplace

Spencer Humphrey's current company

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

Soltis Investment Advisors
Soltis Investment Advisors
Senior Advisor at Soltis Investment Advisors
st george, utah, united states
Website
soltisadvisors.com
Employees
39
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Company profile
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5 roles

Spencer Humphrey work experience

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

Senior Advisor

Current
Soltis Investment Advisors

Greater Phoenix Area

Soltis Investment Advisors is a fee-only Centre for Fiduciary Excellence (CEFEX®) certified registered investment advisory firm whose mission is "to create, build, and manage wealth so clients are free to pursue life's most important endeavors."As a Senior Advisor, I partner with clients and other financial advisors to more efficiently manage risk and create optimal financial outcomes. Staying at the forefront of market & economic trends and utilizing best in class investments in both public & private markets is central to our process. As a fiduciary, we provide advice to individuals, plan sponsors, endowments & foundations free from any conflicts of interest.

Nov 2020 - Present

Wealth Management Advisor

Tiaa

Phoenix, Arizona, United States

May 2014 - Nov 2020

Financial Consultant, Private Client Group

Morgan Stanley

Dallas, Texas, United States

Apr 2011 - May 2014

Participant Counselor

Transamerica

Dallas-Fort Worth Metroplex

Aug 2010 - Apr 2011

Workplace Planning & Guidance Consultant

Fidelity Investments

Salt Lake City, Utah, United States

Feb 2005 - Aug 2010
Team & coworkers

Colleagues at Soltis Investment Advisors

Other employees you can reach at soltisadvisors.com. View company contacts for 39 employees →

CK Caden Keate Caden Keate Colleague at Soltis Investment AdvisorsUnited States View → TW Tyler Wilkinson Tyler Wilkinson Colleague at Soltis Investment AdvisorsSt George, Utah, United States View → BW Blake Williamson Blake Williamson Colleague at Soltis Investment AdvisorsSt George, Utah, United States View → WH Wade Holmstead Wade Holmstead Colleague at Soltis Investment AdvisorsProvo, Utah, United States View → CL Cole Loveland Cole Loveland Colleague at Soltis Investment AdvisorsSt George, Utah, United States View → RB Rebecca Briesmaster, Iom Rebecca Briesmaster, Iom Colleague at Soltis Investment AdvisorsGrapevine, Texas, United States View → SO Shawn Oram, Aif® Shawn Oram, Aif® Colleague at Soltis Investment AdvisorsSalt Lake City, Utah, United States View → TH Tyler Hunt, Cfp®, Aif® Tyler Hunt, Cfp®, Aif® Colleague at Soltis Investment AdvisorsLas Vegas, Nevada, United States View → TM Tucker Morin, Cfp® Tucker Morin, Cfp® Colleague at Soltis Investment AdvisorsSt George, Utah, United States View → PP Paul Peterson Paul Peterson Colleague at Soltis Investment AdvisorsWashington, Utah, United States View →
3 education records

Spencer Humphrey education

Ba, Political Science

University Of Utah

Activities and Societies: ΣΧ, Hinckley Institute of PoliticsMinored in Spanish

FAQ

Frequently asked questions about Spencer Humphrey

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

What company does Spencer Humphrey work for?

Spencer Humphrey works for Soltis Investment Advisors.

What is Spencer Humphrey's role at Soltis Investment Advisors?

Spencer Humphrey is listed as Senior Advisor at Soltis Investment Advisors at Soltis Investment Advisors.

What is Spencer Humphrey's email address?

AeroLeads has found 1 work email signal at @soltisadvisors.com for Spencer Humphrey at Soltis Investment Advisors.

Where is Spencer Humphrey based?

Spencer Humphrey is based in Greater Phoenix Area, United States while working with Soltis Investment Advisors.

What companies has Spencer Humphrey worked for?

Spencer Humphrey has worked for Soltis Investment Advisors, Tiaa, Morgan Stanley, Transamerica, and Fidelity Investments.

Who are Spencer Humphrey's colleagues at Soltis Investment Advisors?

Spencer Humphrey's colleagues at Soltis Investment Advisors include Caden Keate, Tyler Wilkinson, Blake Williamson, Wade Holmstead, and Cole Loveland.

How can I contact Spencer Humphrey?

You can use AeroLeads to view verified contact signals for Spencer Humphrey at Soltis Investment Advisors, including work email, phone, and LinkedIn data when available.

What schools did Spencer Humphrey attend?

Spencer Humphrey holds Master Of Business Administration - Mba, Financial Planning And Services from Westminster University.

What skills is Spencer Humphrey known for?

Spencer Humphrey is listed with skills including Retirement Planning, Asset Allocation, Qualified Retirement Plans, Wealth Management, Defined Benefit, Fiduciary Services, Defined Contribution, and Fixed Income.

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