Wendy Weber joined The Welch Group in November of 2004 as a member of the Operations Department. Wendy has brought a strong customer service background and organizational skills, and various professional skills that were acquired from over 15 years of experience within the Medical Field in Dallas, TX.
Wendy works as a direct liaison between our advisors and Schwab. She manages the Investment Operations Department and supervises the set-up of new accounts, balancing of client accounts and client requests on a daily basis. She also processes trades, client money transactions, and works closely with our team of advisors to provide the ultimate customer service for our clients.
Wendy lives north of Birmingham near Smith Lake, and loves being on the lake. She and her husband, Jason, have three daughters, Ashleigh, Katie and Bailey, and two son-in-laws, Sean and Garrett. She is thrilled to finally be a grandparent with the adorable additions to the family, her granddaughter Carter, born May of 2014, and grandson Braxton, born July of 2016. When not at the office, Wendy enjoys spending time with her growing family.
