Spencer Freemire is a Senior Associate Director, Advisor Connect Team, a role he has held since joining the team in 2025. He is responsible for model delivery and new advisor relationships. Before this, he was a senior internal sales consultant for the Gulf Coast region. He joined the firm in 2022 as a senior investor service specialist.

Spencer received a Bachelor of Science degree in finance: personal financial planning from Colorado State University. He holds FINRA Series 6, 7, and 63 securities licenses and the Certified Investment Management Analyst (CIMA®) designation. He has 4 years of financial industry experience.