Senior Client Associate
Senior Client Associate
Client Associate
Wendy has over 30 years of experience in the financial services industry and has been with UBS since 2019. She currently holds her Series 7 and 66 licenses and has a long history of exceptional service to her clients. Wendy's background also includes working for private investment advisory firms in New York City and Greenwich CT which catered to High Net Worth clients, business owners and Family Foundations. Her role as the Senior Portfolio Administrator and head trader gave her the skills necessary to excel in this business and gives her the ability to provide excellent customer service. Born in New York City and then moved to Fairfield Connecticut in 2002, Wendy worked at Wells Fargo Advisors, LLC in Westport Connecticut before moving to Fort Myers, Florida in 2019 to become a permanent resident. Wendy enjoys swimming, dancing and is passionate about animal rescue.
Client Associate
Wendy has over 30 years of experience in the financial services industry and has been with UBS since 2019. She currently holds her Series 7 and 66 licenses and has a long history of exceptional service to her clients. Wendy's background also includes working for private investment advisory firms in New York City and Greenwich CT which catered to High Net Worth clients, business owners and Family Foundations. Her role as the Senior Portfolio Administrator and head trader gave her the skills necessary to excel in this business and gives her the ability to provide excellent customer service. Born in New York City and then moved to Fairfield Connecticut in 2002, Wendy worked at Wells Fargo Advisors, LLC in Westport Connecticut before moving to Fort Myers, Florida in 2019 to become a permanent resident. Wendy enjoys swimming, dancing and is passionate about animal rescue.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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