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 as a central point of contact for Catholic and institutional clients, assisting in the oversight of clients' investment programs and attending to their service-related and day-to-day operational needs. Her contributory knowledge of internal processes combined with the team of professionals at CAPTRUST provide personalized and 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. 


  • Bachelor of Business Administration from North Lake Community College


  • Investment Management Consultants Association (IMCA)


  • 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

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