Paul Spencer, CFA | Director

Paul Spencer

Paul is a Director of PDS Wealth Management. With robust experience in investment analysis and equities, Paul brings 20 years of financial experience to the team.

Paul focuses on investment selection and portfolio management. He holds a Bachelor of Science in Business Administration and Accounting from Washington & Lee University. Paul is a CFA Charterholder and a member of the CFA Society of South Florida.

Prior to PDS Wealth Management, Paul served as a Financial Advisor and Portfolio Manager at Merrill Lynch. Previously, he served as an Institutional Equity Salesman and Equity Research Analyst at Lehman Brothers in New York City.

Paul serves on the Islanders committee of the Town of Palm Beach United Way. Paul and his wife, Kate, live in Palm Beach Gardens with their two children, Maggie and Billy. He enjoys saltwater fly-fishing, golf, and playing the guitar.

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