Michael Maurer
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Michael Maurer Email & Phone Number

Client Service Associate - Investment and Wealth Management at Wealthspire Advisors
Location: Raleigh, North Carolina, United States 10 work roles 2 schools
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✓ Verified May 2026 3 data sources Profile completeness 100%

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Current company
Role
Client Service Associate - Investment and Wealth Management
Location
Raleigh, North Carolina, United States
Company size

Who is Michael Maurer? Overview

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Quick answer

Michael Maurer is listed as Client Service Associate - Investment and Wealth Management at Wealthspire Advisors, a company with 418 employees, based in Raleigh, North Carolina, United States. AeroLeads shows a matched LinkedIn profile for Michael Maurer.

Michael Maurer previously worked as Client Service Associate - Investment/Wealth Management at Wealthspire Advisors and Financial Associate II - Multi Product at Fidelity Investments. Michael Maurer holds Bachelor Of Arts - Ba, Business Administration And Management, General from Methodist University.

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Email format at Wealthspire Advisors

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Wealthspire Advisors

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Profile bio

About Michael Maurer

Michael Maurer is a Client Service Associate - Investment and Wealth Management at Wealthspire Advisors. He possess expertise in interpersonal communication, written communication, microsoft excel, powerpoint, microsoft word and 3 more skills.

Listed skills include Interpersonal Communication, Written Communication, Microsoft Excel, Powerpoint, and 4 others.

Current workplace

Michael Maurer's current company

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Wealthspire Advisors
Wealthspire Advisors
Client Service Associate - Investment and Wealth Management
Raleigh, NC, US
Website
Employees
418
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10 roles

Michael Maurer work experience

A career timeline built from the work history available for this profile.

Client Service Associate - Investment/Wealth Management

Current

Reston, Virginia, United States

Mar 2022 - Present

Financial Associate Ii - Multi Product

Durham, North Carolina, United States

Workplace investment representative effectuating money movement and investments for retirement accounts at the direction of 401k customers.Modeling and initiating pension benefits while working with the back-office team to run calculations and generate required paperwork.Customer facing role servicing inbound call volume while balancing outbound case.

Jun 2021 - Mar 2022

Associate

Lowe'S Foods

Southern Pines And Wake Forrest, North Carolina, United States

Part-time employment during pandemic.General retail experience including but not limited to efficiency, superior customer service, and attention to detail.In the personal shopper capacity, engaged with multiple software systems to ensure accuracy and reliance on telecommunications to interact with customers.

Oct 2020 - May 2021

Program Coordinator And Lead Coach

The First Tee Of The Sandhills

Pinehurst, NC

Records and information management of participants and event information via Salesforce.General clerical experience including copying, answering phone calls, and cold calling.Inventory management, auditing, and developing a new system to track equipment.Community Outreach focused on youth development through golf.

Jan 2020 - Mar 2020

Golf Ball Fitter

Raleigh-Durham, North Carolina Area

Golf shop marketing consultant focused on product exposure to drive sales and increase revenue.Responsible for scheduling and event coordination involving travel logistics.Practiced interpersonal skills to foster thriving professional relationships and act as the face of the company to potential and current customers.Responsible for inventory control and.

Feb 2019 - Dec 2019

Assistant Golf Professional

Assisted in tournament scheduling and operations including planning, scoring, rules officiating, and media relations.Experience in soft goods orders and golf shop merchandising.Delegation of duties and staff management experience. Managed opening and closing procedures in the golf shop and outside operations.ForeTees experience including event scheduling.

Jun 2017 - Aug 2017

Intern

Experience in data management and organization.Assisted in seamless event coordination and implementation prior to and during eventsParticipated in the club’s financial structure through retail involvement and marketing activities.

Aug 2014 - May 2015
Team & coworkers

Colleagues at Wealthspire Advisors

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2 education records

Michael Maurer education

FAQ

Frequently asked questions about Michael Maurer

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What company does Michael Maurer work for?

Michael Maurer works for Wealthspire Advisors.

What is Michael Maurer's role at Wealthspire Advisors?

Michael Maurer is listed as Client Service Associate - Investment and Wealth Management at Wealthspire Advisors.

Where is Michael Maurer based?

Michael Maurer is based in Raleigh, North Carolina, United States while working with Wealthspire Advisors.

What companies has Michael Maurer worked for?

Michael Maurer has worked for Wealthspire Advisors, Fidelity Investments, Lowe'S Foods, The First Tee Of The Sandhills, and Acushnet Company.

Who are Michael Maurer's colleagues at Wealthspire Advisors?

Michael Maurer's colleagues at Wealthspire Advisors include Vicki Tymann, Shannon Thieke, Justin Hult, Cfa, Shawn Smith, and Ed V..

How can I contact Michael Maurer?

You can use AeroLeads to view verified contact signals for Michael Maurer at Wealthspire Advisors, including work email, phone, and LinkedIn data when available.

What schools did Michael Maurer attend?

Michael Maurer holds Bachelor Of Arts - Ba, Business Administration And Management, General from Methodist University.

What skills is Michael Maurer known for?

Michael Maurer is listed with skills including Interpersonal Communication, Written Communication, Microsoft Excel, Powerpoint, Microsoft Word, Working With Children, Time Management, and Oral Communication.

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