Spencer Murchison

Executive Vice President

Spencer is a graduate of Texas Christian University, earning his Bachelor’s of Science Degrees in both Psychology and Business Finance in 1990. He started his professional business career with Stewart and Stevenson Services, a Houston-based large industrial sales company.

Spencer began his financial services career with Merrill Lynch as a Financial Advisor in 1997, earning his series 7, 63, 65 and Group1 Insurance licenses and graduating Merrill’s training program in record time.

In 2009, Spencer made the move to become an Independent Financial Advisor and Executive Vice President with Synergy Wealth Management, using broker/dealer Cambridge Research Investment.

“Being independent allows me the freedom to offer clients true objective and personalized advice. I enjoy helping people and protecting their hard-earned assets is paramount to me. I understand that each person’s situation is unique. Starting with careful planning, I help clients find the best balance of risk, growth, regular income and asset protection to build their own customized financial management system.”

Spencer and his wife, Katrina, live in Central Houston with two young children, Farris and Fletcher. In his spare time, Spencer also enjoys his church, football, golf, fishing and travel.

Professional Services:

Fee-based Portfolio Management

Individual Equities and Fixed Income

Mutual Funds, Index Funds, Exchange-traded Funds

Private Equity and Alternative Investments

Annuities and Life Insurance Products

401k and IRAs

Corporate Money Management

Phone (713) 683-7269
Fax (713) 681-7609
Mobile Phone (832) 741-2412