Spencer Daw
VP, Financial Consultant - Charles Schwab
- Role
- VP, Financial Consultant at Charles Schwab
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Spencer Daw
I enjoy getting to know people and learning what is important to them. As a Merrill Financial Solutions Advisor, I take the time to get to know you and understand what is important to you so I can help you develop a way to pursue your goals. I can help with everything from general investing to retirement planning to saving for the unexpected. Reach out and together we\'ll discuss your goals, concerns and questions, and I can provide ongoing advice and guidance as your needs change.
Experience
VP, Financial Consultant
Dec 2025 — Present
Education
University of Utah
Bachelor's Degree
2006 — 2009
University of Maryland
Master's Degree
2009 — 2010
Skills
- Financial Services
- Farsi
- Asset Allocation
- Mutual Funds
- Securities
- Relationship Management
- Financial Advisory
- Finance
- Series 7
- Persian
- Portfolio Management
- Wealth Management
- Series 66
- Investments
- Spanish-Speaking
- Series 63
- Asset Management
- Retirement Planning
- Finra
- Series 65
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