Spire Investment Partners, LLC.
Carolyn Kitzel is a Senior Wealth Manager with extensive experience in investment advisory, financial planning, estate and trust administration, and business consulting. Carolyn has held key roles in prominent financial firms such as JPMorgan Securities, Charles Schwab, and Regions Bank. Carolyn also founded their own consulting firm, CK Consulting, before joining Corbett Road Wealth Management and Spire Investment Partners. With a strong background in finance and business strategy, Carolyn brings a wealth of knowledge and expertise to their role.
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Spire Investment Partners, LLC.
Spire Investment Partners, LLC. is a highly flexible, Hybrid Financial Advising Firm that is Dually-Registered parent of both a SEC RIA and a FINRA member BD. We offer clearing and custody access to multiple custodial platforms. Spire is built to leverage its open architecture and advanced technology in building successful practices. Spire Investment Partners is headquartered in McLean, Virginia with advisors servicing clients across the country. For more information on Spire Investment Partners, LLC., please go to WWW.SPIREIP.COM Reach out to our COO, Bob Lord: (703)-748-5812. Spire Wealth Management, LLC is a Federally Registered Investment Advisory Firm. Securities offered through an affiliated company, Spire Securities, LLC., a Registered Broker/Dealer and member FINRA/SIPC