EXPERIENCED FINANCIAL GUIDANCE

For the pursuit of
your financial goals

Spencer J. Lynch

Spencer J. LynchManaging Director
spencer.lynch@raymondjames.com

Spencer’s career in the financial industry spans more than two decades. Over the years, he’s seen his clients through many market conditions, guided by his expertise and experience. His main goal for clients is to help them achieve their income objectives in retirement. Spencer specializes in retirement income planning, financial planning, insurance review, retirement plans both individual and corporate, and 501(c)3 and other charitable and religious investment advisory services.

He began his career in the financial industry in 1982 as a CPA* with Deloitte. Then, with a desire to help people plan their financial futures, he joined Morgan Stanley Smith Barney in 1986. Then, in 2009, he went to work for Morgan Keegan, which joined with Raymond James in 2012. In 2020, Spencer was named as one of the Forbes Best-In-State Wealth Advisors. As a Managing Director, he builds personalized investment and financial planning strategies based on the unique needs and goals of each client.

Spencer is a native of Charleston. He attended the University of South Carolina, where he earned degrees in business and accounting, and also attended the Moore School of Business.

Today, Spencer and his wife, Elisabeth, live in Charleston, and have two grown children, Gabrielle and Sean. Spencer is active in the community in which he grew up and has served as President and Trustee of many cultural, Jewish and philanthropic organizations in Charleston, SC.

Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.

1 Best-In-State Wealth Advisors (2020)

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 nominations, more than 4,000 advisors received the award. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

 

Spencer J. Lynch, Managing Director
Scott A. Cracraft, Managing Director
360 Concord Street || Suite 210 || Charleston, SC 29401
T: 843.720.3500 || TF: 866.384.9891 || F: 843.720.3535
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