Advisor photo for Wendy L Gillespie

Wendy L Gillespie

MBA, CFP®, BFA, CMFA®

Private Wealth Advisor
Certified Military Financial Advisor®
  • How I work

    I provide personalized advice based on what’s most important to you.
    Work with me
  • Financial advice

    Discover services and solutions that fit your financial needs and priorities.
    Get started
  • Introduce me

    If you know someone who has financial questions, please let them know about my practice.
    Refer me

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Reach your financial goals with confidence

What are you doing today to prepare for your goals tomorrow?

I take the time to understand what’s truly important to you —whether it’s saving for college, living the retirement lifestyle you choose, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.


Learn more about how I can help you meet your financial goals

Featured insights

View more markets and economic insights

Proud to work for a firm committed to diversity, inclusion, and creating a better future for all

Ameriprise Financial has been:

  • Included in the 2023 Bloomberg Gender-Equality Index (GEI)
  • Recognized as a 2023 Military-Friendly® Employer by VIQTORY
  • Named among the country’s “Best Places to Work for Disability Inclusion” in 2022