Carter Spicer
Client Service AssociateCarter 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.
Outside of work, he enjoys exercising, cooking, and spending time with family.
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. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
