KC
Kelly Crosby
Senior Office Coordinator at Wealthspire Advisors
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Work Experience
Senior Office Coordinator
Dec 2020 - Present · 4 years
JFW Inc
Office Manager
Sep 2016 - Sep 2020 · 4 years
Good Samaritan Advocates
Client Coordinator
Apr 2009 - Apr 2020 · 11 years
Company Details
201-500 Employees
Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 350+ associates in over 23 locations across the country. With a strong commitment to a fiduciary business model, the firm believes in connecting all parts of a client's financial life and delivering thoughtful, collaborative strategies that focus on what’s most important to them. Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients achieve their aspirations.
Year Founded
1995
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
521 5th Avenue 15th Floor New York, NY 10175, US
Keywords
Financial AdvisingLocally owned & operatedCertified professionals
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