Emily Carr
Assistant Vice President, Client Service
As an Assistant Vice President, Client Service in Wealthspire’s Reston office, Emily supports clients and their advisors with account openings, transfers, money movement, and other ongoing service needs. With 19 years of experience in client service, operations, and estate case management, she brings deep operational knowledge and a proactive approach to anticipating needs, resolving issues, and delivering a highly personalized client experience. Prior to joining Wealthspire, Emily held client service and operations roles with Alpha Financial Advisors and Cornerstone Financial Partners. Her background across client service, operations, and estate case management gives her a broad understanding of the details behind complex financial relationships. She works closely with advisors to coordinate client needs and takes ownership of requests from initiation through completion. Emily earned a Bachelor of Science in Organizational Communication and Technical Writing from Bob Jones University.
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.
