Stephen M. Spurrier’s passion is people and by helping them pursue their personal financial goals, he fuels that passion. “I like getting to know my clients as friends, learning about their families, and using that information and knowledge to help them build their wealth and protect it,” Spurrier explains. “Meeting different people and helping them pursue their goals throughout life is the most rewarding part of my job.”
He and his partner, Lawrence Leitch, colleagues since 1990, opened Synergy Financial Group in 2004 to provide clients with a wide array of financial services. Spurrier and his staff provide comprehensive financial planning to a diverse range of clients, including businesses and individuals seeking all levels of financial planning. Synergy Financial Group uses many high-tech research tools to tailor offerings to address specific needs for a wide range of clients.
Synergy Financial Group clients enjoy online access to their accounts. The greater reliance on highly secure, web-based resources enables them to provide greater speed and flexibility to pursue their clients’ needs. The firm also provides free e-newsletters, important financial updates and information, and links to new, useful services and resources.
A lifelong Baltimore resident, Spurrier’s career began in 1986 as an insurance advisor at National Life of Vermont. From 1988 to 1991, he served as a financial advisor for the Maryland Agency Financial Group in Towson, MD. He moved to First Financial Group in Towson, MD, as a financial advisor in 1991 and was the firm’s pension sales leader in 2003.
Steve has a bachelor’s degree in Business Administration and Marketing from Towson State University, earned in 1985, and he is a 1980 graduate of Calvert Hall College High School in Towson, Maryland. Most recently, Steve added the Accredited Investment Fiduciary (AIF®) designation in 2012. Steve is among those who earned the AIF® mark by successfully completing a specialized program on investment fiduciary standards of care and subsequently passed a comprehensive examination.
He is married to Laurie and has three children, Michael, Claire and Grace. Steve is also extremely active in his community. At St. Pius X Church in Towson, MD, he serves as a sports coach, youth ministry team member, lector and chair of the Institutional Advancement Committee. As a percussionist, he participates in St. Pius,’ “40 More Days,” music group. The Archdiocese of Baltimore honored Spurrier with the 2005 For God and Youth Award. In July of 2007, Steve was a nominee for “The Community Leadership Award” through Invest in Others Charitable Foundation and Investment News. The award is presented to an advisor who is nominated for service as a volunteer board member or committee member and who has made an outstanding contribution of at least five years and served “with distinction”.
If you are a user of LinkedIn, you can find more information about Steve’s profile on his LinkedIn page by visiting www.LinkedIn.com.
Spurrier is a registered representative and principal with securities offered through LPL Financial, member FINRA/SIPC.