Alicia Eichelberger, FPQP®
Client Service Associate
As a Client Service Associate in Wealthspire’s Annapolis office, Alicia supports clients and their advisors with new client onboarding, account openings and maintenance, asset transfers, money movement, and separately managed accounts. Prior to joining Wealthspire, Alicia was a Client Service Associate with Lenox Advisors, where she worked in the insurance industry and developed experience supporting clients through important financial decisions. At Wealthspire, she continues to deepen her knowledge of the operational processes behind financial planning and takes ownership of requests through completion. Alicia earned a bachelor’s degree in Communications from Towson University and is currently pursuing the CERTIFIED FINANCIAL PLANNER® certification.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
