Spencer Stilwell
Assistant Vice President
HUB Retirement and Wealth Management
Background
Spencer Stilwell is a dedicated professional committed to assisting clients with the effective management and transferring of their wealth with the goal to manage risk. With expertise in a range of financial solutions, including Private Placement Life Insurance (PPLI), estate planning, premium financing, buy/sell agreements, key person coverage, COLI (Corporate Owned Life Insurance), and BOLI (Bank Owned Life Insurance), Spencer is a valuable resource for individuals and businesses seeking to optimize their financial strategies.
Currently serving as a Assistant Vice President at HUB Retirement and Wealth Management, Spencer has been contributing his knowledge and skills to since July 2020. His role involves providing tailored financial advice and solutions to clients in the Fort Worth, Texas area.
Before joining HUB, Spencer gained valuable experience in the financial industry. He worked as a Financial Advisor, Investment Representative, and Consultant, where he further honed his expertise in financial planning and wealth management.
Spencer’s educational background includes a Bachelor of Science degree from Texas Christian University. His commitment to ongoing learning and staying informed about the latest developments in the financial industry enables him to provide informed and effective guidance to his clients.
Advisor Location
3221 Collinsworth Street Fort Worth, TX 76107
Areas of Focus
- Wealth Management
- Financial Planning
- Investment Advisory
- Tax and Estate Planning Strategies