Wendy Levi

Client Service Associate at Pinebrook Wealth Strategies - Houston, TX, us

Wendy Levi's Colleagues at Pinebrook Wealth Strategies
Richard Saldana

Vice President, WFS Financial Advisor, RJFS

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Maunik Patel

Senior Business System Analyst

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Neel Joshi

Investment Banking Analyst

Contact Neel Joshi

Tara Braun

Sr. Administrative Assistant

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Wendy Levi's Contact Details
HQ
N/A
Location
Greenville,South Carolina,United States
Company
Pinebrook Wealth Strategies
Wendy Levi's Company Details
Pinebrook Wealth Strategies logo, Pinebrook Wealth Strategies contact details

Pinebrook Wealth Strategies

Houston, TX, us • 5 - 9 Employees
Financial Services

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,400 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.18 trillion (as of 9/30/2021).Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

Financial Services
Details about Pinebrook Wealth Strategies
Frequently Asked Questions about Wendy Levi
Wendy Levi currently works for Raymond James.
Wendy Levi's role at Raymond James is Client Service Associate.
Wendy Levi's email address is ***@raymondjames.com. To view Wendy Levi's full email address, please signup to ConnectPlex.
Wendy Levi works in the Financial Services industry.
Wendy Levi's colleagues at Pinebrook Wealth Strategies are Art Taylor, Richard Saldana, Sam Dawson, Matt Leger, Maunik Patel, Neel Joshi, Tara Braun and others.
Wendy Levi's phone number is N/A
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