About
Spencer is a financial advisor at Wealth Enhancement, where he crafts tailored solutions for high-net-worth individuals and families, addressing their complex planning and wealth management needs. He is committed to creating holistic financial blueprints that reflect each client's unique values and goals. Spencer specializes in guiding business owners through pre- and post-sale liquidity events, life transition planning, and particularly in the sale of closely held businesses and the development of generational wealth transfer strategies. His experience in alternative investments, specifically private equity and hedge funds, enables him to enhance asset allocation beyond traditional portfolio instruments.
Spencer is a Greenville native. He attended high school at IMG Academies in Bradenton, FL, and went on to play college golf at The University of Alabama and Rollins College, where he was an All-American. He played professional golf around the globe for 8 years prior to starting his career as an investment advisor. Outside the office, Spencer enjoys an active lifestyle prioritizing wellness and spending time with his fiancé. He often travels to study noteworthy examples of golf course architecture.
Education
- BS - International Relations, Rollins College
Resources from Spencer Cole
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