Spencer is a Financial Advisor in the firm’s Private Client Group. He started his career at the firm as an intern in 2018 and was hired full-time as a Financial Associate in 2021. In July 2022, Spencer was promoted to Financial Advisor and is now licensed with a Series 65 certification. He works closely with other members of the Private Client Group to provide comprehensive financial planning and wealth management services to individuals and families.
Get Better Acquainted With Spencer
Favorite Thing About Working With Clients
“I’m incredibly passionate about building and cultivating genuine, lasting relationships with clients. This helps me understand what they truly value as I guide them through some of their most significant life decisions.”
My Philosophy On Client Service
“Meet each client where they are. With a wealth of information and expertise at our disposal, it’s easy to overlook the client’s perspective and level of understanding. Therefore, empathy is crucial for effectively helping clients achieve their personalized goals and secure their financial future.”
B.B.A. in Finance from Loyola University Maryland
Four-Year Loyola Student Government Class President
Series 65 licensed
Hometown
Phoenix, MD
Alma Mater
Loyola University Maryland
Favorite Philanthropy
Building for God Community Foundation No Kid Hungry Calvert Hall College
Interests
Family Time
Baseball
Golf
Traveling
Entrepreneurship
Photography/Videography
Favorite Greenspring Value
Love Your Neighbor
What I Love About Greenspring
"I love the company culture at Greenspring. From my first days as an Intern, it was evident that everyone at the firm had a genuine interest in my development as a future professional. This collaborative atmosphere is what ultimately made me want to contribute to Greenspring’s rapid growth on a full-time basis."
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