In her role, Wendy supports client service and operations, contributing to the team’s operational excellence and enhancing the overall client experience.
She began her career in the securities industry with Merrill Lynch in 1997, where she held a variety of administrative and operational roles, before joining Morgan Stanley in 2013 and NewEdge in 2026.
Wendy holds her Series 7 and 66 licenses, strengthening her expertise in client service and operations.
She currently resides in Gahanna, OH. In her free time, Wendy enjoys reading, walking and spending time with her children and her dogs.