Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.
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Wendy, Operations Director at CWM, began her career in the financial industry in 2021 after building a distinguished foundation in healthcare operations and leadership. With over 20 years in senior management, accounting, compliance, and auditing, she has led complex organizations, overseen national training initiatives, and delivered disciplined operational and financial oversight across multiple industries.
Business Management at Manatee Technical College
Real Estate license through Tri-County Technical College
Client Relationship Manager at Carolinas Wealth Management. With over 30 years’ experience in the financial services industry, including over 20 years on Wall Street working for a Stock Specialist firm & 10 years at a brokerage firm. Primary responsibility is to create an exceptional experience for our clients, which starts with the foundation of relationships she has established since 2010.
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