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Heidi Spencer, IMCAFinancial Advisor

  • 4208 Six Forks Road
    Suite 1700
    Raleigh, NC 27609
  • 919.870.6822
  • LinkedIn

Heidi joined CapTrust Advisors in Tampa in 2007. She became part of CAPTRUST in 2017 when CapTrust Advisors merged with CAPTRUST. Heidi serves a a central point of contact for Catholic and institutional clients, assisting in the oversight of clients' investment program, and attending to their service related and day-to-day operational needs. Her contributory knowledge of internal processes, partnered with the team of professionals at CAPTRUST provides personalized an effective client service. Prior to joining CAPTRUST, Heidi worked as the director of client services at Schott Group and has worked in the industry since 1983. 

EDUCATION

  • Bachelor of Business Administration from North Lake Community College

INDUSTRY DESIGNATIONS

  • Investment Management Consultants Association (IMCA)

MEMBERSHIPS

  • Chamber of Commerce Children's Fund
  • Books for Smiles
  • St. Paul's Episcopal Church Soup Kitchen
  • Liberation Family Services Providing Support to Veterans
  • Daughters of the American Revolution

 

Personal Profile

Hometown:
Richmond, VA
Favorite Book or Movie:
Pride and Prejudice | The Sound of Music
Ideal Dinner Guest:
Any of my family members, Condelezza Rice, and Jack Nicholson
Words to Live By:
Optimism is the faith that leads to achievement.
Qualities I Admire in People:
Integrity, kindness, and work ethic