Wendy
Bennett
Bennett Associates Wealth Management
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About this Advisor
Wendy Bennett is a financial advisor based in Butler, Pennsylvania, working with Bennett Associates Wealth Management. Wendy has previously held positions at Bennett Associates Wealth Management, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, and Wells Fargo Advisors Financial Network, LLC. Wendy has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Pennsylvania and Texas. Currently, Wendy is part of Bennett Associates Wealth Management, which operates out of Butler, Pennsylvania. The firm has one office and three employees. The firm manages assets totaling $123.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Bennett Associates Wealth Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bennett Associates Wealth Management Brokerage Details
$123,737,222
3
549
$225,387
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Wendy Bennett Work History
Bennett Associates Wealth Management
Morgan Stanley Private Bank, National Association
Wells Fargo Advisors Financial Network, LLC
Morgan Stanley Smith Barney
Disclosures
Please visit the SEC profile of Wendy Bennett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bennett Associates Wealth Management
Butler, PA
Butler, PA
Butler, PA
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