Client Service & Practice Manager
Wendy joined Raffa Investment Advisers in 2021. She supports the business operations of RIA and is responsible for promoting efficient internal operations within office management, human resources, finance, marketing and client service.
Wendy works closely with the firm’s President and Senior Operations Manager to direct, manage and oversee business strategy and projects. She also serves as a proactive line of support for our clients.
Wendy graduated from the University of South Alabama with a Bachelor of Science degree in Business Administration with a concentration in Finance. She took an interest in investments early on and spent several years working in banking and with qualified retirement plans before making her way into the investment advisory business in 2014 as a financial planning associate. She passed the Series 65 exam in 2018. Wendy is an investment adviser representative of RIA.
Financial Planning Associate
Financial Operations Manager
University of South Alabama – B.S.B.A, Finance