Goal Planning & Monitoring

Trusted stewards of what

you value most

Wendy Thompson

Wendy Thompson
Senior Registered Client Services Associate

With more than 26 years in the financial services industry, Wendy provides valuable support for our clients and team. Knowledgeable and reliable, she manages an array of duties including opening accounts, handling service requests and processing paperwork. Wendy enjoys getting to know each of our clients and helping them as they pursue their financial goals.

Before joining Raymond James, Wendy was a senior registered client associate with Merrill Lynch and PNC Investments. She began her career as a client associate with The Ohio Company. She holds the Series 7 and 66 securities licenses and is a graduate of Maumee High School.

An active member of her community, Wendy volunteers with Habitat for Humanity and works with children who have special needs. She enjoys being outdoors hiking, gardening or visiting the beach in her spare time.

Originally from Toledo, Ohio, Wendy lives in Louisville. She has three children, Andrew, Amanda and Laura.