Dwight A. Spence
Managing Partner Spence, Cassidy & Associates, Llc General Agent Oneamerica at Spence Cassidy & Associates, Llc
Based in Scottsdale, United States
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Seniority
Other
Department
Other
Location
Scottsdale
Industry
Financial Services
Company size
23
Contact information
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d•••••••@scaaz.com
Phone
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Background
About Dwight A. Spence
For over 15 years, Dwight Spence has been leading Spence, Cassidy & Associates, LLC, an independent financial services firm that offers securities and insurance products and services to individuals and businesses. As a managing partner, Dwight oversees the strategic direction, operations, and growth of the firm, as well as the recruitment, training, and development of the financial professionals. Dwight is a certified financial planner (CFP) and holds the Series 24 and Series 7 licenses from FINRA. He has extensive experience and knowledge in financial, estate and business planning, investments. He provides customized solutions and guidance to his clients based on their goals and needs. Dwight is passionate about helping his clients achieve financial security and independence, and he is committed to building long-term relationships based on trust and integrity. Dwight is also a mentor and coach to his team, and he empowers them to deliver excellent service and results to their clients.
Decision-makers
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