Wendy Levin was born in Greensboro, NC, and attended East Carolina University, where she majored in Social Work. After graduation, she transitioned into the financial services industry, obtaining her General Securities Representative license (Series 7) in June 2005 and her Uniform Securities Agent State Law license (Series 63) in April 2006. She is currently registered with five self-regulatory organizations and licensed in five U.S. states and territories, serving as a client service associate on the Bespoke Capital Advisors team.
In 1999, Wendy moved to Atlanta, GA, and joined Raymond James in February 2006. With over two decades of industry experience, she is dedicated to providing personalized service and support to clients, ensuring their financial needs are met with precision and care. Wendy is known for her strong attention to detail and her commitment to fostering long-term client relationships.
In her personal time, Wendy enjoys spending time with family and friends and exploring the vibrant community of Atlanta.