Wendy A. Wendt
Research Analyst • Registered Representative
Wendy is involved in the daily asset management and product research for our clients. She has been with the firm since February 2011. Wendy brings to us a depth of knowledge having worked in the securities industry for 30 years.
Wendy earned an Associate Degree in Business Administration from County College of Morris, and attended William Paterson University, working towards a B.S. in accounting. Wendy currently holds Series 7 and 63 securities registrations, as well as a New Jersey Life and Health Insurance License.
She recently celebrated her 25th wedding anniversary with her husband Jim and their three children. Wendy enjoys volunteering at her church, with the Fire Department Ladies Auxiliary, and at her sons’ Boy Scout Troop.