Wendy Bennett, CFP®

Wendy began her financial services career in 2006 when she joined Smith Barney, a predecessor firm of Morgan Stanley.  She left Morgan Stanley in 2015 to form Bennett Associates Wealth Management as a branch of Wells Fargo Advisors Financial Network and left Wells Fargo in 2023 to form the registered investment adviser, Bennett Associates Wealth Management. With extensive experience throughout major shifts in the markets, she has dedicated her career to delivering personalized investment planning services to her clients, addressing their financial concerns by developing strategies that focus on specific needs.

Wendy earned the CERTIFIED FINANCIAL PLANNER™designation (CFP®) in 2009 by completing an approved educational program, passing a rigorous examination, and meeting stringent experience requirements. She has also earned the following designations: CRPS®, CRPS® and ADPA®. Wendy’s academic achievements include a Bachelor of Science in Accounting and Master of Business Administration (MBA) with a concentration in Taxation.

Away from the office

A Butler native, Wendy and her husband Alan, reside in Butler Township. They enjoy spending free time on their fishing boat, housed at Wilson, New York on Lake Ontario. Wendy enjoys traveling to new places with friends and family. She serves on the Board of Directors for the Ellen O’Brien Gaiser Addiction Center where she volunteers her services to helping the community.