Spencer Hall 

Spencer works directly with clients to help build, implement, and maintain comprehensive financial plans. The complexities of electing Social Security, unwinding assets, and understanding long-term tax ramifications are oftentimes barriers to creating a sound retirement strategy. Sometimes goals such as college, weddings, or new homes make things a little more difficult. By getting to know clients through their goals, expectations, and investing preferences, he can help them navigate through the uncertainties that lie ahead with complete confidence. Our process is completely personalized and tailored to the specific needs of everyone we meet with and is focused on building long-lasting relationships.

After graduating with a bachelor's degree in economics from the University of Maryland, Spencer started as a full-time advisor at McAdam, working under a team with more than 40 years of experience. In August of 2020, he started working with and developing junior advisors as a Senior Manager at McAdam’s Tysons Corner office until July of 2023.

Today, he works exclusively with clients alongside his partner, Markus Malmgren, where they focus on client experience and strong personal relationships above all else.

When he is away from the virtual office, Spencer spends time with family and friends around good food and travels as much as he can. Whether it involves hiking in national parks, SCUBA diving off the coasts of Caribbean beaches, or exploring new cities, he is most fulfilled when doing something new. Spencer first got into the financial services business because of his interest in financial markets but has stayed because of the enjoyment he gets through getting to know clients on a level deeper than just dollars and cents.