Teddy Kramer

Advisor Associate

Teddy is an Advisor Associate based in our Boca Raton, FL office, working closely with the local team of advisors, as well as those in our Melville, NY and New York City offices. In this role, he is responsible for preparing in-depth analytics, such as financial projections and asset accumulation models, enabling our advisors to provide comprehensive and well-informed financial advice to clients.

His meticulous approach ensures that every financial plan is thoroughly researched and effectively communicated. Teddy’s dedication to understanding each client’s situation enables him to contribute meaningfully to the development of personalized wealth management strategies. He is a valuable asset to the Wealthspire team and is driven by a passion for service. Teddy describes himself as hardworking, dependable, and resourceful, and his clients are sure to agree.

Teddy graduated with an International Economics degree from Georgetown University. He worked as a District Manager at Florida Financial Advisors until joining predecessor firm GM Advisory Group in 2023.

Outside of work, you’ll find Teddy spending quality time with family and friends, traveling, and watching sports.

Previous Experience

  • District Manager at Florida Financial Advisors

Education & Credentials

  • BS, Georgetown University – Walsh School of Foreign Service, International Economics

*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.