Wendy is CFO, Co-founder of the Stewart Markey Group, and an Investment Management Consultant.
Wendy has specialized in helping individuals accumulate and preserve wealth for retirement and beyond since 1997. In 2000 she and Sandy joined forces and establish the Stewart Markey Group.
Wendy helps clients’ clarify their goals and financial status, working with them to manage investment risk, liabilities and exposure to taxes. She demonstrates a special talent for translating complex financials issues into simple, understandable concepts. Only after understanding each our client’s individual goals, we are able to create a comprehensive action plan. Wendy thrives on helping small businesses and multigenerational families, manage, preserve and transfer their wealth in a meaningful way.
Wendy is passionate about her community. She is Co-Founder of WES (Women’s Empower Society), Past President Art Council of NW Florida, Volunteer at the Emerald Coast Wildlife Refuge, and Past Board Member of the DAR (Daughter of the American ) She is currently a member of the Financial Planning Association (since 2009).
Raymond James is not affiliated with and does not endorse any organization mentioned