Wendy Railey
Client Services AssociateWendy became a valued addition to our team in September 2022, serving as a Client Service Associate. Her primary role is to assist our financial advisors in delivering top-notch client service. Wendy’s career trajectory in the financial and banking landscape has been marked by progressive responsibilities, starting from her early days as a bank teller to roles in operations and acquisitions.
Educationally, Wendy holds an Associate Degree in Liberal Arts from Young Harris College, nestled in Georgia’s scenic Blue Ridge Mountains. Adding to her credentials, she recently successfully passed the Securities Industry Essentials (SIE) exam and is now diligently preparing for her Series 7 license.
Hailing from North Georgia, Wendy deftly manages her professional aspirations with her responsibilities as a single mother. She takes immense pride in her 8-year-old son, Jace, who excels in baseball and football, often practicing with him in their yard. A passionate fan of UGA and the Atlanta Braves, Wendy also enjoys a wide range of hobbies. From listening to audiobooks and reading to trout fishing and deer hunting, she has varied interests. Yet, her most cherished pastime is observing her son, Jace, as he grows and shapes his future.
By seamlessly integrating her career, family life, and hobbies, Wendy exemplifies a balanced lifestyle, making her a valuable asset to our team.
The 2026 Forbes ranking of America’s Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2024 to 3/31/2025 and was released on 01/07/2026. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 12,787 team nominations, 6,149 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.
“Integrity is doing the right thing, even when no one is watching.”