Katie Rudow - Morgan Stanley

Experience, intellectual capital and dedicated personal service to help you meet your life goals

The Spencer Group is a family team of Financial Advisors that oversee the finances of a select group of individuals, families, and institutions. Our deep commitment to our clients is simple – “By leveraging our teams decades of experience and common sense approach we strive to be an essential adv...

My mission is to help my clients work toward financial independence through planning. I want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future...