“We begin each day with what we would like to do, and we end each day with what we have done. Every day, I am dedicated to successfully accomplishing each of my clients’ goals. Tailored education and advice will ensure that my clients are ‘working to live,’ not living to work.’” –Wendy L. Gipson-FitzPatrick
With over twenty years of experience in the financial services industry, Wendy has built a successful career that includes tenured positions at Alex Brown & Sons, T. Rowe Price, First Albany Investment Corp, Banc of America Investment Services, and Northeast Investment Advisors, LLC, and Duncan Investment Partners/LPL Financial. She holds the FINRA Series 6, 7, 65, and 66, Health & Life insurance licenses and is an independent Fiduciary and Registered Investment Advisor Representative (IAR) in various states.
Wendy’s expertise lies in providing education and guidance to clients who seek an investment plan for growing and protecting wealth. She designs and manages portfolios for individual, corporate, and non-profit clients using various investment products and resources. Her client base is intentionally diverse, and she firmly believes that all clients, regardless of their background or financial status, deserve the absolute best and most cost-effective financial services available. Every client is treated professionally, respectfully, and with unwavering honesty and integrity.
Services Offered:
- Personal Financial Planning
- Private Investments – Stocks, bonds, mutual funds, fee-based investment management, money managers
- Individual Retirement Plans – traditional, Roth, employer-sponsored plans, rollovers
- College Funding – UTMA, 529 plans, college savings strategies
- Estate Planning – work with clients’ attorneys and accountants to develop unified strategies
- Annuities – tax-deferred growth potential with death benefits & market risk protection features
- Life Insurance Products – life, health, disability, key man protection, buy-sell agreements
- Company Retirement Plans – Simple, SEP, 401(k), 403(b), profit sharing, and defined benefit plans