Truist Investment Services, Inc.

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FINANCIAL ADVISORS, PLANNERS & CONSULTANTS

About Us

Spencer Carpenter is a Financial Advisor with Truist Investment Services, Inc. He offers clients more than 18 years of financial services experience. Spencer is a graduate of Florida Atlantic University and the University of Phoenix. Spencer was nominated and selected as top 40 under 40 Leaders of Today and Tomorrow by Legacy Magazine. Spencer is nationally recognized as one of the Top 100 Advisors to Watch by Advisorhub.

Spencer's focus is advising on the development and implementation of investment strategies to help clients meet their immediate and future goals. He follows a disciplined process of assessing a client’s financial situation, determining risk tolerance, forming and executing an appropriate investment plan, and regular portfolio re-balancing in order to obtain measurable results. He also consults on risk management, retirement planning, insurance planning, and other critical financial strategies.

Truist Investment Services, Inc. is a full-service broker-dealer that is an integral part of Truist Banks, Inc. – one of the nation’s largest and most respected financial services organizations. When you bring your investment needs to Truist Investment Services, you will benefit from:
* A long history of management experience
* An extensive range of financial products
* Personalized financial planning and advice

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Rep/Contact Info

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Spencer Carpenter, MBA
Director - Private Financial Advisor
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Ribbon Cuttings

Preparation

Ribbon Cutting time availabilities Monday- Thursday 9:00a.m, 12:00a.m. or 5:30p.m. at host location or area location. (Palm Beach County, FL) 1st Friday of the month 1:00p.m. after the Ambassador meeting.

Pictures are always better with a banner, or sign and designated area to set up for photography. Identify the best place for the picture in advance to ensure a smooth event.

The Chamber of Commerce Membership Services Associate will arrive 20 minutes before the start of the event with a camera, ribbon, and scissors. They will assist in choosing the best position for the photo, if necessary. The person selected to cut the ribbon will be directed and assisted as to where to stand during the picture and how to handle the scissors.

Ambassadors of the Chamber of Commerce will hold the ribbon as the ribbon is cut. Ambassadors meet and greet your guests. Photographer will prompt you when to cut the ribbon, after several photos taken of the group are posed and ready.

We look forward to a great event!

Possible Participants:

  • The Chamber Ambassadors can be invited to participate. Additional committees can be included as appropriate.
  • Company staff including owner, CEO, CFO, COO, management, staff and invited guests.

Food/Refreshments- Optional. Your event will be better attended with refreshment provided. The food preference and the theme for your Ribbon Cutting Ceremony is entirely up to you.

Photos will be placed on the Chamber website, launched on the Chamber’s social media platforms and forwarded to the Ribbon Cutting host.

For the Membership Services Associate:

  • Please state if there are any special driving instructions, parking instructions, and if there are any special requests.
  • Please submit the Ribbon Cutting Request Form one month in advance.