Suzzie Carbone
Senior Associate, Client Service
As Senior Associate, Client Service in Wealthspire’s Palm Beach Gardens office, Suzzie supports clients and their advisors with account transfers, money movement, new client onboarding, and other operational and administrative needs. She takes the time to understand each client’s preferences and priorities and brings a thoughtful, detail-oriented approach to every interaction. Prior to joining Wealthspire, Suzzie worked in litigation services at ProVest Litigation Services, where she served as an E-File Relations Supervisor and later supported the Writs Department. She also gained client service and relationship management experience with Marriott Vacation Club’s Ocean Pointe Resort on Singer Island. Her diverse background has strengthened her problem-solving skills, adaptability, and ability to coordinate complex needs while maintaining a high level of service. A native of West Palm Beach, Suzzie now lives in Port St. Lucie.
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.
