Wendy Wallace, CFP®, CRPC®

Senior Vice President, Wealth Management Advisor

Greater Milwaukee Contact Info
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University of Wisconsin System

About

Wendy began her career with Merrill in 1992. She received a BS in Mathematics from the University of Wisconsin-Milwaukee. She is a CERTIFIED FINANCIAL PLANNER™ professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc. She resides in Shorewood, Wisconsin with her family and also enjoys being involved in the community.

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
*The College for Financial Planning Institutes Corp. owns the service marks Chartered Retirement Planning Counselor℠, CRPC®, and the CRPC® logo, and the certification marks Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo.

Activity

Experience

  • Merrill Lynch Wealth Management Graphic

    Wealth Management Advisor, Senior Vice President

    Merrill Lynch Wealth Management

    - Present 31 years 9 months

    The Gusho Wallace Group adheres to a disciplined process delivering a consistent and customized Goals-Based Wealth Management experience. Before any financial decisions are made, they consider your whole life, taking time to uncover and understand your concerns and priorities. With this intimate knowledge about what you value most, Andy and Wendy are able to help you establish objectives and develop an appropriate strategy based on your life priorities to connect all the pieces of your…

    The Gusho Wallace Group adheres to a disciplined process delivering a consistent and customized Goals-Based Wealth Management experience. Before any financial decisions are made, they consider your whole life, taking time to uncover and understand your concerns and priorities. With this intimate knowledge about what you value most, Andy and Wendy are able to help you establish objectives and develop an appropriate strategy based on your life priorities to connect all the pieces of your financial life. They will recommend Goals-Based solutions that consider your risk tolerance, time horizon, liquidity needs and overall investment objectives. Andy and Wendy conduct regular reviews with you to help track your progress toward reaching the goals you've set and keep your strategies consistent with any life/business changes that may take place.

Education

  • University of Wisconsin System

    Bachelor's Degree

    -

Licenses & Certifications

  • Personal Investment Advisor

    Merrill Lynch Internal

    Issued

  • Chartered Retirement Planning Counselor

    College For Financial Planning

    Issued

  • Certified Financial Planner

    CFP Board of Standards

    Issued

Volunteer Experience

  • Volunteer

    Riverwest Food Pantry

  • Volunteer

    Secure Futures

  • Volunteer

    Impact 100 Greater Milwaukee

Languages

  • English

    Native or bilingual proficiency

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