Wendy Levi

Senior Client Service Associate

As a senior client service associate, Wendy puts clients first. She focuses on assisting each client individually as everyone's needs and financial goals are unique. Wendy has been with Raymond James since 2006. Prior to joining Raymond James, she worked 12 years in the accounting field of the hotel industry. This background of providing great customer service and a touch of Southern Hospitality adds to her sincere belief that proactive communication with all clients is essential to creating a positive experience in our client relationships. Further, she is dedicated to putting you, the client, and your needs, first. Wendy is a native of South Carolina and a graduate of the University of South Carolina-Upstate. In her spare time, Wendy enjoys traveling, reading and spending time with her husband, Jonathan, and their dog Ripley.