A deliberate and in-depth focus on

Wendy Werner Headshot
Wendy Werner
Client Service Associate

With more than 25 years of experience in the Insurance, Design and Manufacturing industries, Wendy has a proven track record of senior-level executive support, management, and training. She has a strong ability to streamline processes, maximize efficiency and foster professional relationships within organizations. Wendy’s philosophy centers around the role she can play in helping others find solutions. She is committed to excellence in service. She predicts needs and always practices personal accountability in the workplace.

Before joining SSG Executive Advisory Group of Raymond James, Wendy worked as an Assistant to the CEO of a custom sign manufacturer in Moorestown, NJ. Her responsibilities included interaction with all facets of the company including Legal, Finance and Client Relations.

“Throughout my career, I have discovered that I thrive on challenges and do my best work in high volume settings. I enjoy responsibility and believe that my experience, professionalism, and proactive demeanor are a perfect match for the many hats that may be required. It’s pretty simple: Executive assistance is my passion.”

Dedicated, approachable, reliable, personable and motivated - Wendy finds enjoyment in helping people and organizations become successful and takes pride in representing SSG Executive Advisory Group of Raymond James.

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