Next-Gen + Best-in-State · rank 38 · Brentwood, Tennessee · listed firm: Merrill Wealth Management
Identity & firm
- Firm — Merrill Wealth Management (high)
- “Currently employed by and registered with the following Firm(s): IA MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 201 FRANKLIN RD BRENTWOOD, TN 37027 CRD# 7691” — sec_finra_regulatory
- Parent company — Bank of America (high)
- “Drawing on the resources of Merrill and Bank of America, Spencer is adept at examining both sides of a client's balance sheet to identify gaps and capitalize on opportunities for a more efficient deployment of capital.” — firm_official
- Firm type — wirehouse (high)
- “MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED Main Office Address: ONE BRYANT PARK NEW YORK, NY 10036 Firm CRD#: 7691” — sec_finra_regulatory
- Team name — Thompson Turner and Cash (high)
- “Thompson Turner and Cash, Financial Advisors in Brentwood, TN 37027 | Merrill” — firm_official
- Team size — 8 (high)
- “L Scott Thompson (Managing Director, Wealth Management Advisor); Christine Cash (Senior Vice President, Wealth Management Advisor); Spencer Turner (Senior Vice President, Wealth Management Advisor); Meredith A Bell (Assi” — firm_official
- CRD — 6536585 (high)
- “BrokerCheck Report THOMAS SPENCER TURNER CRD# 6536585” — sec_finra_regulatory
- Years experience — 10 (high)
- “B MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 201 FRANKLIN RD BRENTWOOD, TN 37027 CRD# 7691 Registered with this firm since: 09/11/2015” — sec_finra_regulatory
- “Spencer began his career at Merrill in 2015 and has garnered national recognition as a leading financial advisor.” — firm_official
- Designations — CFP, other:PIA (Personal Investment Advisor) (high)
- “"c_designations":[{"abbreviation":"CFP","date":"2019-08-13","name":"CERTIFIED FINANCIAL PLANNER"},{"abbreviation":"PIA","date":"2015-02-25","name":"Personal Investment Advisor"}],"c_designationsWithSuperscript":"CFP®"” — firm_official
Book of business
- Team AUM ($M) — 3200 (high)
- “Team Assets (Custodied): $3.2B” — forbes_shook
- Account minimum ($M) — 1 (high)
- “Minimum Account Size For New Business: $1M” — forbes_shook
- Typical client net worth ($M) — 6 (high)
- “Typical Net Worth Of Relationships: $2-10M” — forbes_shook
- Client niche — senior executives, business owners, entrepreneurs, and affluent families (high)
- “As a CERTIFIED FINANCIAL PLANNER® professional, Spencer advises senior executives, business owners, entrepreneurs, and affluent families about multiple facets of their financial lives.” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “This individual is currently registered with 6 SROs and is licensed in 38 U.S. states and territories through his or her employer.” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisor.ml.com/sites/tn/brentwood-tn/thompson-turner-and-cash/spencer.turner (high)
- “Spencer Turner - Financial Advisor in Brentwood, TN 37027 | Merrill” — firm_official
- Value proposition (verbatim) — Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we can help create a strategy as flexible as today's changing market conditions, and can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. We will work to help you pursue your goals through personalized wealth management strategies. (high)
- “Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we can help create a strategy as flexible as today's changing market conditions, and can provide ac” — firm_official
- Differentiators — Access to Merrill investment insights plus Bank of America banking and lending, Examines both sides of the client balance sheet for efficient capital deployment, Bringing fresh perspectives to your financial life, Personalized wealth management strategies built per client, Warm, personal delivery of a large firm's capabilities (high)
- “Drawing on the resources of Merrill and Bank of America, Spencer is adept at examining both sides of a client's balance sheet to identify gaps and capitalize on opportunities for a more efficient deployment of capital. H” — firm_official
- “"header":"Fresh perspectives" ... "sectionText":"Bringing fresh perspectives to your financial life"” — firm_official
- Content marketing — none (medium)
- “Spencer began his career at Merrill in 2015 and has garnered national recognition as a leading financial advisor.” — firm_official
- Has podcast — no (medium)
- “Based on his LinkedIn profile, Spencer Turner has appeared on a podcast episode titled "Scalable by Design: Lessons in Intentional Growth."” — social_or_third_party_db
- Books published — 0 (medium)
- “Spencer began his career at Merrill in 2015 and has garnered national recognition as a leading financial advisor.” — firm_official
- Linkedin url — https://www.linkedin.com/in/spencerturnerml/ (high)
- “Spencer Turner, CFP® - Merrill Lynch | LinkedIn” — social_or_third_party_db
- Social presence — linkedin_active (low)
- “Spencer Turner, CFP® - Merrill Lynch | LinkedIn” — social_or_third_party_db
- Press awards — Barron's "Top 250 Private Wealth Management Teams" (2024, team), Barron's "Top 1,500 Financial Advisors" (2026, team) (high)
- “Barron's "Top 250 Private Wealth Management Teams", 2024” — firm_official
- “Barron’s “Top 1,500 Financial Advisors” list**\n Published on March 20, 2026.” — firm_official
Visual brand
- Has distinct logo — no (high)
- “
” — firm_official
- “
- Logo url — gap: not_found_after_search
- Visual brand notes — Merrill corporate template, no team mark: light-weight sans headings on white, navy/gray brand tokens, sparse layout, single warm lifestyle photograph and standard corporate headshots. (high)
- “Profile” — firm_official
- “