Carter Spicer
Carter is a Client Service Associate based in the firm’s Annapolis, Maryland office, where he supports the local advisor team by helping to manage client relationships, completing incoming requests, and serving as a first point of contact for clients.
He brings a variety of experience from previous internships spanning the agribusiness, finance, and real estate industries, building strong foundational skills in research, data analysis, and client service.
A recent graduate of Salisbury University, Carter earned a degree in finance and was an active member of the Financial Management Association and Student Managed Investment Fund.
Previous Experience
- Commodities Merchandising Intern at Perdue Agribusiness
- Finance Intern at InFocus Financial Advisors
- Commercial Real Estate Intern at Rinnier Development Company
- Intern at Comprehensive Financial Solutions
Education & Credentials
- BS, Salisbury University, Finance
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.
