Marci Spivey | Source | Private Client Services Leader and Tax Partner at Cherry Bekaert

Marci Spivey, based in Atlanta, GA, brings experience from previous roles at Bessemer Trust, King & Spalding and Dow Lohnes PLLC. Marci Spivey holds a 2022 - 2022 Authentic Leader Development at Harvard Business School Executive Education with a robust skill set that includes High Net Worth Individuals, Big 4, CPA, Tax Advisory, Tax Preparation and more.

Areas of Focus:
UHNW Individual and Multi-Generational Families
Gift, Estates & Trusts
Investment Partnerships

Professional Involvement:
American Institute of Certified Public Accountants (AICPA)
Georgia Society of Certified Public Accountants (GSCPA)
Member, Atlanta Estate Planning Council (AEPC)