Client Service Professional | Schechter Investment Advisors
Wendy joined Schechter in 2023 as a Client Service Advisor on the investment team where she acts as a liaison between firm members, clients and custodians. She establishes new accounts, facilitates account transfers, processes and tracks account contributions and distributions, and supports the Schechter advisory team with account/portfolio preparation and maintenance.
Wendy holds a Master’s in Social Work, Child & Family Therapy from The Ohio State University. She began her career in client services in the healthcare (Medicare) industry, moving to the mortgage industry and finally to the wealth management arena. Once her two sons graduated from college, and longing for warmer weather and ocean breezes, Wendy made the move to Southwest Florida. Originally from the East Coast, Wendy grew up all over the country (and Canada), moving almost every year. She is a voracious reader and enjoys spending time with her large family on Cape Cod, Massachusetts (which she considers home).