Wendy Lee Solari

For more than 20 years, Wendy has worked closely with John assisting in developing customized investment strategies for each client they serve.

As the liaison for ongoing client relationship matters, she personally connects with her clients and treats each of them like they are family. Willing to assist with unique situations, Wendy strives to make clients feel comfortable contacting her for any reason.

Diligent and caring, Wendy was attracted to the investment services industry to help people reach their financial goals in a way that best serves them. She carried that philosophy through the 19 years she worked with clients at A.G. Edwards, and as she joined Raymond James in 2011. She holds a business degree, and her Series 7 and 63 securities licenses.

Charitably inclined, Wendy organizes a “One Warm Coat” drive each year to benefit Bay Cove Human Services, which provides compassionate care to more than 20,000 individuals and families who face the challenges of developmental disabilities, mental illness, drug and alcohol addiction and aging at over 160 sites in Boston and southeastern Massachusetts.

Wendy lives in Halifax with her husband, Rick. She enjoys spending her free time in the White Mountains of New Hampshire with family and friends