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Brian Spencer

Brian is a Financial Advisor and a Dave Ramsey Master Coach and loves teaching and coaching others about their finances. He also serves with Ronnie on the SmartVestor Team.

Schedule an Appointment with Brian Here.

Brian is Life Insurance Licensed in the state of North Carolina, Virginia, Texas, Tennessee, and West Virginia.

He is a Marketing Director with Capital Choice.

Brian is a devoted husband and father of three children

He is a Deacon at his church, New Beginnings Community Church.

See Brian for your Term Life Insurance needs including Term with Living Benefits

Mutual Funds, IRA, ROTH IRA, Rollovers, Variable Annuities, Retirement Accounts, Fixed, and Fixed Indexed Annuities

Brian holds the Series 6, Series 63 and Series 65 securities licenses with CoreCap Investments, LLC and CoreCap Advisors, LLC. He is securities licensed in North Carolina, Ohio, Pennsylvania, Virginia, South Carolina, Tennessee, and West Virginia. Advisory licensed in North Carolina.