Annie Hall
Annie is an Assistant Vice President, Client Service Manager in the firm’s Potomac, MD office, serving as a first point of contact for clients and helping to complete ongoing tasks.
She has a strong background in client service in the financial industry, having spent the last 4+ years in various client-facing roles with other investment advisors and financial firms.
Previous Experience
- Operations & Compliance Administrator at XML Financial Group
- Client Service Associate at XML Financial Group
- Client Service Associate at Edelman Financial Engines
- Wealth Management & Investment Fiduciary Services Client Associate at The Private Bank, Wells Fargo Bank
- Estate Services Client Associate at The Private Bank, Wells Fargo Bank
Education & Credentials
- BA, University of Maryland, Psychology
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.
