Wendy’s applies her more than 20 years of experience in the financial services industry to assist clients with their requests, needs and concerns. Working closely with Ted, she provides high-level support and guidance to clients and their families.

She makes it her goal to help clients understand their money is being well taken care of, and always endeavors to explain complex financial topics in a way that’s easy to comprehend.

Wendy holds Series 7 and 66 securities licenses, the Chartered Retirement Planning Counselor CRPC™ designation, and life and health insurance licenses.

Prior to joining our team in December 2019, Wendy was a Financial Advisor Trainee at Merrill Lynch and Director of Client Relations and Trading at Integrated Financial Partners/LPL Financial. She holds a bachelor’s degree in Business from Northeastern University.

Wendy is originally from Sandy, Utah, and currently lives in Boston with her dog, Oscar. When not in the office, Wendy enjoys golf, yoga, and travel. She is a member of the Neighborhood Association of Back Bay and sits on two committees.

Raymond James is not affiliated with the above organizations.