Through her role as a Financial Advisor at Raymond James, Wendy is directly responsible for developing, implementing and managing all aspects of clients comprehensive financial planning. She enjoys working closely with clients to create short and long term goals centered on the values, passions and people most important in their lives. She collaborates with clients other trusted professionals to make the process seamless and tax efficient.
Wendy is heavily involved in all investment management, insurance planning, education funding strategies and retirement strategies. Providing personalized planning and guidance toward financial independence.
Clients include individuals, families, women in transition and the aviation community. She believes in a holistic approach to financial planning built on strong relationships that go well beyond balance sheets and portfolios.
Wendy, an Ohio native was raised in a family of financial advisors, although she did not initially choose a career in financial services. She began her early working career in the aviation industry where her eye for detail and penchant for a disciplined process served her well. After travelling extensively she retired from her pilot position to raise her then, two young children. Upon reentering the workforce she knew her true path was as to follow in the footsteps of her father as a Financial Advisor.
In her free time she enjoys travelling, skiing and running with her husband Bobby and their two children, Ethan and Bella. She is also involved with various community organizations as well as Make-A-Wish Foundation, South Florida chapter.
Wendy holds the Series 7, 66, Health, Life and Variable Annuity license and the Accredited Asset Management Specialist designation and Certified in Long Term Care.
Raymond James is not affiliated with the above organizations and/or charitable causes.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.