Spencer Caton
District Manager at Florida Financial Advisors
Based in Jacksonville, United States
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Seniority
Manager
Department
Operations
Location
Jacksonville
Industry
Financial Services
Company size
459
Contact information
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s•••••••@floridafa.com
Phone
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Background
About Spencer Caton
My role is to provide clients with exceptional personal financial planning strategies, guidance, and support. As an independent professional, I offer clients a transparent view of the marketplace. Walking them thru pros and cons of different strategies and aiding them in achieving success by aligning their wealth, investments, and workplace benefits with personal goals.Areas of Expertise- Retirement plan strategy and implementation- Personal investment management- Financial education and organization- Tax minimization and estate planning- Executive compensation guidance In my personal life, I am a golf enthusiast, partial gym bro, loving husband and caring dog dad.Connect with me here on LinkedIn or at spencer.caton@floridafa.com; I would love to connect and set up a complimentary meeting and run an in depth diagnostic on your current financial plan!Securities offered through TWS Securities, broker dealer, FINRA/MSRB/SIPC. Florida Financial Advisors is a Registered Investment Advisory firm with the SEC.
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