Spence in Dallas, TX is a wealth management firm that offers personalized financial strategies to help clients pursue their long-term goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, their team of advisors works closely with individuals and families to create flexible wealth management plans tailored to their unique needs and priorities.
Committed to community involvement, Spence's advisors also dedicate their time to volunteering with local organizations. By listening to clients' goals and priorities, they provide comprehensive financial services that go beyond investments, including trust and fiduciary services, to help individuals and families manage all aspects of their financial lives.
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