Wendy assists with the daily operations at Private Wealth Management Group, LLC. She has 17 years of experience in the financial industry including 6 years of management with a local broker dealer. Wendy’s background yields a solid understanding of customer service and operations.
Wendy is a graduate of the University of Florida where she earned her Bachelor of Science degree. In addition, she holds Series 7, Series 24, Series 51 and Series 63 registrations.
Currently, the remainder of Wendy’s time is spent enjoying and raising her three sons with her husband Jim.