Marci Spivey, CPA
Partner, Wipfli Advisory LLC
Marci Spivey is a Wipfli partner advising wealthy families on income, gift and estate tax planning. She translates complex tax concepts into clear, actionable guidance through a high-touch client experience that helps families preserve wealth across generations.
Credentials
- Certified Public Accountant
Professional memberships and activities
- AICPA, Georgia Society of CPAs
- Committee for Banking Institutions on [Fiduciary] Taxation
- Atlanta Estate Planning Council
Education
Auburn University
- BSBA, Accounting (Summa Cum Laude)
- MAc, Accounting (Summa Cum Laude)