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TRADITIONS WEALTH ADVISORS
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Let's get to know Spencer!

6/25/2019

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​Spencer Fredericks ‘19
Financial Analyst Intern
 

As one of the two financial analyst interns at Traditions Wealth Advisors, Spencer specializes in investment research on behalf of Brien for all TWA clients. He conducts research on various asset classes and investment vehicles including traditional investments like stocks, bonds, mutual funds, ETFs, and CDs, as well as alternative investments such as master limited partnerships, hedge funds, private equity funds, real estate investment trusts, and opportunity zone funds.
 
Spencer graduated in May of 2019 with a Bachelor of Business Administration (BBA) in Finance from Texas A&M University. In addition to his degree, Spencer completed the Chartered Financial Analyst (CFA) Level 1 Exam in June. He hopes to pass all three levels to receive his charter.
 
Spencer hopes to work in the field of financial consulting or investment management, he is currently applying and interviewing for positions both in Texas and across the U.S. Having been born and raised in College Station, he hopes to find an opportunity to have a new experience in a bigger city upon graduation.
 
In addition to his work with Tradition Wealth Advisors, Spencer is a member of the Financial Management Association and volunteers his time with the Brazos Valley Senior Center and The Big Event. He enjoys spending time with friends and family as well as accumulating various hobbies such as mountain biking, playing pool, reading books, and cooking.

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  • Home
  • About
    • Our Team
    • What is a certified financial planner?
    • About our flexible fee system
    • What We Do
  • Services
    • Wealth Management & Financial Planning
    • Investment Planning
    • Spirit Fiduciary Partners
    • Retirement & Estate Planning for Texas A&M University employees
  • Current Clients
  • Internship Opportunities
  • Blog
  • Newsletters
  • Contact