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Chris Spencer
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President, Neoni Wealth Strategies

After spending 20 years on Wall Street, I was able to change careers in 2009 because of careful financial planning; I applied that expertise to my career as a financial adviser.  Over those 20 years of working in the trading environment, I gained a wealth of knowledge and experience, which helps me tremendously today.  I use my experience, when speaking to my clients, to explain what I went through and what I would have done differently today.  I conduct in-depth conversations with my clients and cover all aspects of income tax-free and tax-deferred investments to make sure they have full knowledge of what to expect when it comes to retirement.  I help them devise an asset-management plan and execute that plan to maximize efficiency and minimize their tax burdens by utilizing a range of investment options.

 

I have been married for over 24 year years and have two beautiful daughters.  My oldest is going to be a “firstie” at West Point where she plays lacrosse, and my youngest will be starting her junior year at Holy Cross.  I am an avid sports fan and have coached my daughters in soccer and lacrosse.  I played lacrosse for the University of Delaware, and so use my knowledge and experience to help the next generation of players by coaching boy’s lacrosse in Mahwah, NJ. I also enjoy playing golf and skiing in my spare time.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Chris Spencer is a Registered Representative of and securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC. 210 Park Avenue Suite 101, Florham Park, NJ 07932 (973) 538-9100. Licensed and Registered in CT, ID, NJ, NY, OR, PA, SC, VA and TX. This is not a solicitation in any state where not properly licensed.  HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company.  Neoni Wealth Strategies is unaffiliated with HTK, LLC. HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation.

 

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Neoni Wealth

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210 Park Avenue, Suite 101

Florham Park, NJ 07932

Office | (973)805-6972

Mobile| (201)755-4991

Fax |  (973)540-1155

Email | info@neoniwealth.com

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