Wendy graduated from UMass Boston in 1990 and received a bachelor of Business Administration with a major in Finance and minor in Economics. After graduating from college, Wendy went to work for Fidelity Investments at the World Trade Center in Boston and while there, earned her MBA from Bentley University. After seven years at Fidelity and a brief two-year stint at Stream International in Canton, MA, Wendy decided to stay at home with her 2-year old son Kyle, and infant daughter Amanda.
After 10 years at home with her kids and helping her husband run his business, Mark and Scott asked Wendy to join them in opening the doors to 1776 Financial Services on May 1, 2009.
Wendy assists Mike Constantine, Janet Frye and Mark Lehoullier with all their clients. In addition, Wendy is also responsible for managing the company books, accounts payable and receivable, payroll, and insurance.
Raymond James is not affiliated with and does not endorse the entities mentioned above.