Spencer Smith is a financial advisor at First Security Investment Management, Inc. He holds a Series 65 designation and has one year of industry experience. His prior work includes positions at Financial Management, Inc., the University of Oklahoma, and Crews & Associates, Inc. Outside of finance, he managed Smith Lawn Care, LLC for seven years.
First Security Investment Management, Inc. provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, nonprofits, and businesses. The firm’s investment approach is based on strategic asset allocation informed by Modern Portfolio Theory and academic research, utilizing mutual funds, ETFs, and individualized consideration of securities and alternatives.