Wendi Miller

Wendi Miller is a seasoned professional with extensive experience in client service and relationship management within the financial services sector. Currently serving as a Senior Client Service Associate at WMS Partners since June 2023, Wendi previously held the position of Relationship Manager at Congress Wealth Management, LLC from May 2021 to May 2023, where a strong focus on client relationships was maintained. Additionally, Wendi served in both Operational Specialist and Relationship Manager roles at Pinnacle Advisory Group from September 2017 to May 2021, further showcasing a solid background in operational functions and client engagement.