Kelly Crosby - Email & Phone Number

Senior Office Coordinator at Wealthspire Advisors

Kelly Crosby is based out of Potomac, Maryland, United States and works at Wealthspire Advisors as Senior Office Coordinator.

Kelly Crosby's Contact Information

Kelly Crosby's Work email

k*****@wealth***.com

Valid

Latest update

October 11, 2025

Location

Potomac, Maryland, United States

Kelly's current employer

Wealthspire Advisors

Description

Wealthspire Advisors believes in creating personalized plans for our clients' unique goals. Learn more about our financial planning and i...

Website

wealthspire.com

HQ Location

New York, NY, United States

Number of employees

201-500

Industry

Financial Services

Latest update

May 1, 2024

Read about Wealthspire Advisors

Frequent questions about Kelly Crosby

What company is Kelly Crosby working for?

Kelly Crosby works for Wealthspire Advisors.

What is Kelly Crosby's function at Wealthspire Advisors?

Kelly Crosby is Senior Office Coordinator at Wealthspire Advisors.

Where is Kelly Crosby based?

Kelly Crosby is based out of Potomac, Maryland, United States.

What is Kelly Crosby's work email address?

Kelly Crosby's professional email address is k*****@wealth***.com

Who are Kelly Crosby's co-workers?

Kelly Crosby's colleagues are Michael LaMena, Marc Austin, Eric Sontag, Nikki Bell, Anthony Cruz, Kevin Couper, Julie Williams, Michele Suligoj, Courtney Roberts, Brian Powers, Connor Darrell, Julie Back, Chris Kiessling, Allaire Langdon, Paul Kim, Jacob Even, Sierra Middleton, Kevin Moloney, Simi Dhall, Eran Goudes, Jay Czarapata, Lisa Graham, CFP®, Angela Giombetti, Katharine Schelhorn, Steve Branton, Emily Kurisky, Amy Miller, Bryan Stretton, Uliana Rymar, Natalie Truty, Gail Harris, Rick Benschoten, Jay Frank, Michael Price, Eric J.D..

Kelly's co-workers

Michael LaMena

Chief Executive Officer

Marc Austin

Senior Vice President Advisor

Eric Sontag

President & Chief Operating Officer

Nikki Bell

Senior Vice President, Intermediary Business

Anthony Cruz

Senior Vice President, Advisor

Kevin Couper

Senior Vice President

Julie Williams

Vice President

Michele Suligoj

Senior VP, Director at Wealthspire Advisors (formerly Sontag Advisory)

Courtney Roberts

Office Coordinator

Brian Powers

CFO and Managing Director

Connor Darrell

Vice President, Investments

Julie Back

Senior Vice President/Advisor

Chris Kiessling

Senior Vice President

Allaire Langdon

Vice President, Wealth Advisor

Paul Kim

Assistant Vice President, Advisor

Jacob Even

Senior Vice President of Income Tax Policy and Research

Sierra Middleton

Senior Marketing Coordinator

Kevin Moloney

Senior Vice President

Simi Dhall

Senior Vice President, Advisor

Eran Goudes

Vice President

Jay Czarapata

Senior Vice President

Lisa Graham, CFP®

Assistant Vice President, Advisor

Angela Giombetti

SVP, Head Of Marketing

Katharine Schelhorn

Advisor, Assistant Vice President

Steve Branton

Senior Vice President and Advisor

Emily Kurisky

Assistant Vice President, Marketing & Communications

Amy Miller

SVP - Advisor

Bryan Stretton

Assistant Vice President

Uliana Rymar

Advisor, Assistant Vice President

Natalie Truty

Advisor, Vice President

Gail Harris

Senior Vice President

Rick Benschoten

Executive Vice President

Jay Frank

Senior Vice President

Michael Price

Vice President, Investments

Eric J.D.

Advisor SVP

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