Carol Clarke

As an Assistant Vice President, Client Service in Wealthspire’s Potomac office, Carol brings three decades of client service experience across investment services and other professional services. She partners closely with advisors to manage and strengthen client relationships, coordinate complex needs, and provide consistent service from request through completion. Carol has extensive experience supporting high-touch client relationships, including new account openings, asset transfers, money movement, charitable gifting, retirement and education savings accounts, and coordination with clients’ accountants and estate attorneys. Prior to joining Wealthspire, she held client service and operational roles at City National Rochdale and Morgan Stanley, as well as leadership and administrative roles at Lightility and CBIZ. Her breadth of experience helps her anticipate client needs, navigate potential obstacles, and serve as a trusted resource for both clients and advisors. Carol attended Towson State University and is a Notary Public in Maryland. Outside of work, she enjoys spending time at the beach, visiting wineries and antique shops, baking, gardening, and visiting her daughter in Charleston, South Carolina.