A Client Service Specialist with Summit Wealth Partners, LLC, Wendy Duncan has resided in Southwest Florida for over 30 years. Originally from the Midwest, she brings over a decade of experience in the financial services industry to her position. Previously serving as a finance manager for various automobile dealerships, Wendy is focused on maintaining client-advisor relationships.
As an integral part of the client experience, Wendy continues to provide Summit Wealth Partner’s concierge-level service to existing clients while forming new connections.
At Summit Wealth Partners, LLC, her passion for the financial services industry is clear as she diligently assists clients with their financial needs and goals. Wendy serves a critical role in all aspects of client management, including overseeing alerts and aiding with online access. Overall, she works to deliver value, excellent service and provide a pleasant experience for both parties.
