Cumby Spenser & Assoc

Description

Corbett Ray, MBA, CFP® , joined the Nautilus Group in 2008 to provide financial plan reviews for member agents affiliated with Eagle Strategies. Corbett came to New York Life from a financial services career, which began in 1999. He was an agent, Registered Representative, and Investment Adviser Representative for a large international financial services firm. Since then he has had extensive experience providing financial planning services for high net worth clients in complex situations.

Darla L. Bean started at Nautilus in 2001, working with Brooke Zrno to develop the Model Office program. In 2010, Darla moved to the High Net Worth Market unit, assisting Heather Davis with company-wide marketing initiatives and customizing promotional materials for Nautilus Members. Darla previously served as an editor with a small business-to- business publishing house, and has extensive experience in client service industries. She earned her Bachelor’s of Science degree in 1998 from Texas Woman’s University in Denton, TX.

Bruce is the President of Cumby, Spencer & Associates Financial Group of Havertown, PA. For more than 32 years, he has developed a niche for working with baby boomer clients and an excellent understanding of the many unique challenges of pre and post retirement. Bruce utilizes extensive industry knowledge as he designs solutions for his client’s retirement planning, estate planning, wealth management, as well as business succession and executive & employee compensation and benefits. He is focused on clarifying his clients’ goals while creating a road map for their success.

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Eagle Strategies, LLC is a Registered Investment Adviser and an indirect, wholly-owned subsidiary of New York Life, is a provider of holistic investment advisory and financial planning services. Cumby, Spencer and Associates leverages Eagle’s sophisticated wealth management platform, comprised of today’s leading investment managers, to design customized investment solutions that address our clients’ unique investment objectives and risk tolerance levels.

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