Wendy has worked with national financial services companies like AAA, Aetna,
AMEX, Discover Card, GM MasterCard, Raymond James Financial, LPL Financial,
and AssetMark bringing more than 25 years of experience as a marketing
professional.
Wendy was EVP of Advisor Solutions with a fast-growing RIA and was
instrumental in their growth from inception in 2014 to late 2017. The RIA was the
fastest growing RIA with Raymond James at the time.
In early 2019, Wendy collaborated with LPL Financial to help launch their
Strategic Wealth Services (SWS) division in April 2020, onboarding the first ten
advisors to the program. She has worked with more than 100 advisors and more
than 75 firms to help launch their business.
Once LPL SWS was up and running, Wendy pivoted to Asset Management and
contracted as the first marketing executive for Adhesion Wealth Advisor
Solutions, an award-winning Unified Managed Account platform. Adhesion was
purchased by AssetMark, one of the largest Wealth Management platforms in the
US, in late 2022.
Wendy currently works for AssetMark as a Senior Channel Marketing Lead for
Bank Trust and RIA Channels and has led go-to-market strategies for Direct
Indexing and Self-Directed Brokerage Accounts and is currently working on the
Index SMA launch.
We create omnichannel campaigns that truly connect with advisors, helping them
grow their practices, navigate key transitions, and better understand how
AssetMark can support them at every stage of their journey.
At the end of the day, it’s about results, relationships, and making a difference in
the lives of advisors and their clients.
AMEX, Discover Card, GM MasterCard, Raymond James Financial, LPL Financial,
and AssetMark bringing more than 25 years of experience as a marketing
professional.
Wendy was EVP of Advisor Solutions with a fast-growing RIA and was
instrumental in their growth from inception in 2014 to late 2017. The RIA was the
fastest growing RIA with Raymond James at the time.
In early 2019, Wendy collaborated with LPL Financial to help launch their
Strategic Wealth Services (SWS) division in April 2020, onboarding the first ten
advisors to the program. She has worked with more than 100 advisors and more
than 75 firms to help launch their business.
Once LPL SWS was up and running, Wendy pivoted to Asset Management and
contracted as the first marketing executive for Adhesion Wealth Advisor
Solutions, an award-winning Unified Managed Account platform. Adhesion was
purchased by AssetMark, one of the largest Wealth Management platforms in the
US, in late 2022.
Wendy currently works for AssetMark as a Senior Channel Marketing Lead for
Bank Trust and RIA Channels and has led go-to-market strategies for Direct
Indexing and Self-Directed Brokerage Accounts and is currently working on the
Index SMA launch.
We create omnichannel campaigns that truly connect with advisors, helping them
grow their practices, navigate key transitions, and better understand how
AssetMark can support them at every stage of their journey.
At the end of the day, it’s about results, relationships, and making a difference in
the lives of advisors and their clients.
