Marci Spivey

Marci is a Tax Partner and the Private Client Services Leader for Cherry Bekaert. In this role, she oversees the Firm’s approach to serving the unique tax, accounting and advisory needs of individuals and families who are in various stages of accumulating wealth. Marci's expertise is in federal and multi-state individual and fiduciary income tax planning and compliance, gift and estate tax and investment partnerships. Prior to joining Cherry Bekaert, Marci was a Principal at a privately-owned wealth management firm where she worked with families to successfully navigate the tax consequences of life and law changes. Earlier in her career, Marci held a progression of tax roles in which she worked with ultra-high earners and wealthy families, including spending the first seven years of her career in the private client practice at a Big Four firm. She is a Certified Public Accountant and a member of both the American Institute of CPAs and the Georgia Society of CPAs