Wendy plays a vital role in ensuring the dedicated and focused service we provide to our clients. Knowledgeable and responsive, she delivers timely, accurate and meaningful answers to client inquiries while always prioritizing their needs.
In addition to supporting our team’s client accounts, Wendy schedules and prepares documents for client meetings and assists with marketing efforts.
Wendy began her career in the financial services industry in 1987, gaining experience at Shearson Lehman, Paine Webber and Smith Barney. She joined our team in 2002 as a branch operations manager and client associate at A.G. Edwards & Sons. In 2009, she transitioned with us to D.A. Davidson, where she has since served as a branch administrator and client associate.
A resident of Draper, Utah, Wendy enjoys spending time with family and friends, gardening and crafting. She has volunteered on her HOA board and takes pride in teaching youth at her local church.
Raymond James is not affiliated with the above organizations and/or charitable causes.