Marci Spivey

As Tax Partner and Private Client Services Leader at Cherry Bekaert, Marci guides the Firm’s approach to serving individuals and families with complex tax and financial needs. She focuses on income, estate and gift tax planning, as well as investment partnerships and multi-state compliance.

Marci draws on a broad background in wealth management and private client services, helping clients navigate the tax implications of life transitions and evolving laws. Her experience includes leadership roles in both public accounting and private advisory, with a strong foundation in serving high-net-worth individuals and families.