Spencer Harrison
Senior Financial Advisor at McAdam Financial
- Role
- Senior Financial Advisor at Mcadam Financial
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Spencer Harrison
At McAdam we believe that we have completely reinvented the concept of financial advice to help take you and your future to a whole new level. Unlike most advisors, we strive to go beyond the traditional focus on your personal and financial life. We also consider additional, more important drivers of your financial picture - your profession. As a Financial Consultant at McAdam, I employ a thorough planning strategy when assisting customers to meet their unique needs. With its distinctive open architectural framework, McAdam has access to any investment or marketing tactic. I try to establish a long-lasting connection that will be advantageous today and in the future. This is a big benefit when building portfolios for my customers and assisting individuals in achieving their financial objectives.It isn\'t just a small step forward in financial advice - it\'s Financially Advanced.
Experience
Senior Financial Advisor
Jun 2024 — Present · Charlotte, NC, US
Education
Ohio University
Bachelor's of Business Administration, Business Finance and Data Analytics with a Marketing Minor
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