Wendy Coleman

Prior to joining Brookwood Advisors, Wendy was a managing partner in an advisory practice for 11 years, serving as Director of Client Services. Wendy plays a crucial role in cultivating exceptional client experiences. Her expertise in client relationship management is the bedrock of our personalized approach, ensuring every interaction is smooth, supportive, and focused on your financial well-being. Through LPL Financial Wendy holds her Series 7 and 66 registrations.