Kelly A. Spencer
Senior Advisor Associate
As a Senior Advisor Associate, Kelly focuses on quarterly performance reporting, vendor searches and plan diagnostics for all types of defined contribution clients. She is a member of the firm's Engagement Council. Kelly joined Fiduciary Investment Advisors, LLC in 2011, which combined with Fiducient Advisors in 2020. Prior to joining the firm, Kelly was an Employee Benefits Client Service Representative at Lindberg & Ripple. She earned a BA at Central Connecticut State 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.
