Prior to being an Edward Jones financial advisor, I was an Edward Jones client with a background in accounting, which gave me a unique appreciation for the Edward Jones client experience. Becoming a financial advisor was the perfect way for me to use my experience to help my community with a company who values their clients. I am passionate about educating my clients on their investments and ensuring they feel ownership of their financial strategy. I create an environment where my clients feel comfortable and heard while creating their long-term investment plan. My priority is to help my clients organize, build, protect and eventually transfer their wealth.
I enjoy working with all types of investors, from new investors to parents planning for their children's college savings, investors saving for retirement or business owner's needing wealth strategies. I especially enjoy working with soon to be retirees with their income strategies and legacy planning.
At Edward Jones, we have an established process that helps you to prioritize the financial goals that are most important to you. We customize investment solutions that work with your timeline and your comfort with different investment risks.
I hold my Series 7 and 66 Securities registrations as well as the AAMS™ designation from the College of Financial Planning.
I have been married to my husband, Matt, for over 30 years. We have two adult children who have just entered the work force. All of us live in a multi-generational household including Grandma and two dogs. I understand the financial pressures of providing for a multi-generational household while saving and planning for retirement. In my free time I enjoy dinning at local restaurants, gardening, reading, traveling and walking the dogs.
In our branch, we are committed to giving you the highest level of customer service, while prioritizing what is most important to you. I am here to give you the personalized experience you deserve.
- Wealth Strategies
- Retirement Savings Strategies
- Portfolio Reviews
- Retirement Income Strategies
- New Investors
- Business Retirement Plans
My Personal Interests
- Art & Theater
- Home Improvement
Office Address56 Hunter St Suite 100
Apex, NC 27502 opens in a new window
Phone NumberWendy A Garrett at (919) 267-6244
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 04:00PM|
|Sat||By Appointment Only|
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