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Spencer O
Series 63, Series 66
Bentonville, AR
TIAA-CREF
Spencer Oliver is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has worked at Fidelity and its affiliates for over 25 years before joining TIAA-CREF in 2023. Outside of his advisory role, he serves as a counselor in the bishopric of his local ward for the Church of Jesus Christ of Latter-Day Saints. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, corporate entities, and small retirement plans, often serving clients with existing relationships through employer retirement plans. The firm operates a fiduciary advisory model that separates one-time planning services from ongoing discretionary management, offering both model and customized portfolio approaches.
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