Your WP Team

Wendy Kelly | Director of Operations

Email: wendy@mywpteam.com

Phone: 860-216-0949

Wendy began her career in financial services in the summer of 2000 with Lincoln Financial Advisors. She was hired in a local branch office as the Investment Coordinator, working closely with the admin staff to review and process clients’ business. At the beginning of her tenure at Lincoln, she attained the Series 7, 24 and 66 licenses.

Wendy left Lincoln Financial Advisors to help start a local Registered Investment Advisory firm, Private Capital Group, LLC. She was an integral part of the company for 16 years. As the firm’s Operations Manager, she worked closely with the two managing members and was involved in most aspects of running the firm. 

Today, Wendy is proud to be part of WP Financial.  She brings 20 years of knowledge in the financial services industry. As our Director of Operations, her focus is on making the firm run smoothly and providing WP Financial clients with professional and attentive service.