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    Spencer Daw

    Director Wealth Management at Polaris Greystone Financial Group, LLC

    Spencer Daw is a financial professional currently serving as a Director at Polaris Wealth Advisory Group, LLC in San Rafael, CA.1 He was born in 1984 and received his Master of Professional Studies in the Persian/Farsi Language from the University of Maryland in 2009.1

    Daw's professional background includes:

    • Director at Polaris Wealth Advisory Group, LLC (August 2020 - Present)1
    • Director at Polaris Greystone Financial Group, LLC (October 2019 - August 2020)1
    • Account Executive at Calcutta Logistics (September 2019 - October 2019)1
    • Associate Wealth Management Advisor at TIAA-CREF (March 2018 - August 2019)1
    • Account Executive at Qualtrics (June 2017 - March 2018)1
    • Investment Consultant at TD Ameritrade Investment Management, LLC (February 2013 - June 2017)1

    In his current role, Daw is responsible for overseeing strategic financial planning for clients. He may receive periodic bonuses based on additional assets transferred to accounts he services and client account retention.1

    Daw is supervised by Jeremy Witbeck, Senior Vice President of Sales and Operations at Polaris Wealth Advisory Group, LLC.1

    Related Questions

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    Spencer Daw
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    Location

    United States