Spencer Named Foundation Trustee

The Sudbury Foundation is pleased to announce the appointment of Bill Spencer to its board of trustees. Mr. Spencer is a long-time Sudbury resident with a variety of personal and professional attributes that will enhance the work of the Foundation.

Mr. Spencer grew up in Sudbury and is a graduate of Colby College. He has completed advanced courses of study at Boston University in financial planning, risk management, investments, taxation, and estate planning. Mr. Spencer holds the Certified Financial Planner™ (CFP^®) designation and is an Accredited Investment Fiduciary (AIF®).

An active community member and businessman, Mr. Spencer is the owner of Spencer Financial, LLC, a financial planning firm in Sudbury known for its generous support of local nonprofits and community groups.

Mr. Spencer lives in Sudbury with his wife Jennifer, and two children, Kendra and Will.  He enjoys coaching soccer and lacrosse and has run in the Boston Marathon, raising funds for Children’s Hospital Boston’s Miles for Miracles program. He has also been involved with the Million Dollar Round Table Foundation where he serves on the finance committee.

Board Chair Jill Stansky welcomed Mr. Spencer to the board, noting that the Foundation’s nominating committee recommended him from among a strong group of candidates.  “In Bill, we’ve found an individual with a solid financial background and sense of community who we believe will embrace the Foundation’s work with care and integrity.”