Wendy joined Raymond James in 2007 and has 30 years of experience in the banking and investment services field. Her bright, welcoming voice and hearty laugh provide the front line of greeting to all clients and callers. She holds the Series 7, 63 and 66 securities licenses and is well-equipped to provide administrative assistance to our advisors.
She is a Wabash, Indiana native and has lived in the Muncie area for more than 30 years. She has two grown daughters and three grandchildren. Her hobbies include baking, walking, gardening and managing the daily activities of three cats and a Black Labrador.
I love carrying out Raymond James’ mission of putting clients first and helping to make their lives easier.