Spencer Friedman, CRPC®
Advisor AssociateSpencer is an advisor associate based in our New York City office, supporting the local advisory team throughout the financial planning process, assisting with the development of investment strategies, and helping to manage client relationships.
Previously, he worked as an assistant vice president, financial solutions advisor at Bank of America Merrill Lynch, bringing several years of experience in serving HNW clients. He earned a degree in journalism from the University of Maryland and holds the Chartered Retirement Planning CounselorSM designation.
Currently residing in New York City, Spencer enjoys listening to country music, participating in fantasy football, and trying new restaurants in his spare time.
Previous Experience
- Assistant Vice President, Financial Solutions Advisor at Bank of America Merrill Lynch
Education & Credentials
- BA, University of Maryland, Journalism
- Chartered Retirement Planning CounselorSM (CRPC®)
CHARTERED RETIREMENT PLANNING COUNSELORSM and CRPC® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.
*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.
