About Wendy
Serving the Charleston area, Wendy provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Wendy works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
Wendy is a Senior Vice President and Wealth Management Advisor for Fifth Third Private Bank in the Charleston region. She and her highly credentialed team are dedicated to helping high net worth and ultra-high net worth individuals, families and businesses with customized wealth management solutions.
Wendy is a seasoned executive in the Private Wealth Management industry, bringing over three decades of expertise and insight to Fifth Third Private Bank and her clients. As a trusted advisor, Wendy and her highly credentialed team help clients navigate all aspects of their financial lives, protecting their wealth, endowing their lifestyle, and fulfilling their most important goals—from today through retirement and for future generations.
Wendy is a seasoned executive in the Private Wealth Management industry, bringing over three decades of expertise and insight to Fifth Third Private Bank and her clients. As a trusted advisor, Wendy and her highly credentialed team help clients navigate all aspects of their financial lives, protecting their wealth, endowing their lifestyle, and fulfilling their most important goals—from today through retirement and for future generations.
Education
Canisius University
Bachelor of Science - Dual Major in Management and Marketing - Class of 1990
Bachelor of Science - Dual Major in Management and Marketing - Class of 1990
About Fifth Third Private Bank
With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
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