Tiffani Lee

Client Service Associate

Tiffani is a Client Service Associate in the firm’s Fulton, Maryland location, where she supports the office’s advisors by helping to manage client relationships through completing client requests and serving as a point of contact.

She brings several years of experience in various customer service roles and is a current Certified Financial Planner candidate.

Born and partially raised in Germany, Tiffani is semi-fluent in German and now resides in Maryland. As a former college track athlete, she enjoys staying active and getting outdoors in her spare time, especially with her 5-year-old son.

Previous Experience

  • Small Business Consultant at Intuit, Inc.
  • Sales Associate at Verizon Fios
  • Event Program Manager at Ultimate Marketing LLC

Education & Credentials

  • BS, Old Dominion University, Biology

*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.