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Spencer H
CFP®, Series 66
Upper Arlington, OH
Spencer Hawkins Investment Adviser, LLC
Spencer Hawkins is a CFP® with 22 years of industry experience and the principal of Spencer Hawkins Investment Adviser, LLC since 2018. He also owns and operates Protected World Insurance Agency, an independent insurance agency representing all major lines of insurance. Hawkins has prior experience with Southeast Investments, N.C. Inc., where he worked from 2014 to 2018. His firm provides financial planning, investment management, and retirement-plan consulting to individuals, families, business owners, and employer-sponsored plans. The firm’s investment approach uses written policy statements and model portfolios based on fundamental, technical, and cyclical analysis, favoring largely passive, cost-efficient, and tax-aware strategies oriented to long-term objectives.
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