Daneé Spencer

Daneé Spencer serves as a New Business Specialist at Signature Wealth Concepts, where she is instrumental in helping to establish new client accounts, monitoring the transfer of assets, and creating strong client relationships. She ensures efficiency by coordinating with various departments, contra firms and service centers while maintaining smooth operational control and meeting timely deadlines.

Daneé originally joined Equitable in 2012 and served as the Licensing Coordinator until 2016. Since re-joining the firm in 2024, Daneé has been dedicated to assisting financial professionals and clients with the client onboarding experience. Her attention to detail and proactive communication makes her a crucial part of our team, enhancing the overall efficiency and satisfaction of all our clients.

Outside of work, Daneé enjoys reading, thrifting, and spending time with her kids and family.