Senior Vice President–Wealth Management
Financial Advisor
Wendy joined the financial services industry with Smith Barney in 2005 and commenced her career at UBS in 2009. She is a graduate of Walsh College of Accounting and Business Administration with her Bachelor of Business Administration. Wendy has earned her Portfolio Manager designation at UBS and is FINRA registered holding Series, 7, 63, 65 and 31 securities licenses as well as licenses for life, accident and health insurance and variable annuities.
Wendy is married to her high-school sweetheart; they reside in Milford, Michigan with their two daughters. They enjoy visiting the Michigan shore-lines with their children and cooking in their spare time.
Education
Senior Vice President–Wealth Management
Financial Advisor
Wendy joined the financial services industry with Smith Barney in 2005 and commenced her career at UBS in 2009. She is a graduate of Walsh College of Accounting and Business Administration with her Bachelor of Business Administration. Wendy has earned her Portfolio Manager designation at UBS and is FINRA registered holding Series, 7, 63, 65 and 31 securities licenses as well as licenses for life, accident and health insurance and variable annuities.
Wendy is married to her high-school sweetheart; they reside in Milford, Michigan with their two daughters. They enjoy visiting the Michigan shore-lines with their children and cooking in their spare time.
Education
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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