Teddy Kramer
Advisor Associate
As an Advisor Associate based in Wealthspire’s Boca Raton office, Teddy supports advisors and clients across Boca Raton, Melville, and New York City. He prepares detailed financial projections, asset accumulation models, and other analyses that help advisors evaluate a client’s financial picture and develop personalized planning and investment strategies. Prior to Wealthspire, Teddy was a District Manager with Florida Financial Advisors before joining predecessor firm GM Advisory Group in 2023. Teddy earned a Bachelor of Science in International Economics from Georgetown University’s Walsh School of Foreign Service.
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.
