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Biography

Spencer is a Partner in the Cleveland office. He is a member of the wealth management team, providing comprehensive wealth management services to individuals and families, corporations, and non-profit organizations.

Prior to joining Cerity Partners, Spencer was a Financial Analyst with Marsh, Berry & Company where he worked to provide independent insurance brokers with M&A activity, valuations, and business planning. He also previously worked for Spero-Smith Investment Advisers.

In his spare time, Spencer enjoys coaching basketball and football, the outdoors, and serving in the community.

Learn more about my practice.

Education

  • BSBA in Finance from John Carroll University (2014)
  • MBA from John Carroll University (2017)

Highlights

  • Member of The Steak Club Foundation

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Spencer Roule

Partner

Investing

I Bonds

With inflation continuing to rise, and higher volatility in both the equity and bond markets, one option for investors are I Bonds, an inflation protected product that are positioned to deliver 9.62% in interest through October 2022.

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Principal & Client Experience Director

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Principal & Client Experience Director

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Principal & Client Experience Director

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Here are some valuable insights to read before your meeting

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The Difference Between Financial Advisors at Registered Investment Advisers and Broker-Dealers

September 1, 2026 - A key decision when engaging a financial advisor is based on understanding which legal structure they operate under. There are two main types of wealth…

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.