Wendy Zwicker
Client Services Consultant
978-264-9999 x213
wendy.zwicker@bridgeport.financial
Wendy joined Antaeus Wealth Advisors, now BridgePort Financial Solutions (BridgePort), in 2017. Before joining the BridgePort team, Wendy worked at Granahan Investment Management for 13 years as an administrative assistant
Wendy is a dedicated Client Services Consultant specializing in providing unparalleled support to financial advisors and clients. With a solid background in the financial services sector, Wendy excels in facilitating seamless client interactions and ensuring advisors have the tools they need to succeed.
Outside of the office, Wendy spends time with her partner, Keith, their dogs, and their horses. She also enjoys barrel racing, snowmobiling, traveling, and relaxing at her cabin in Northern New England.
BridgePort Financial Solutions, LLC is a Registered Investment Adviser with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training. BridgePort provides individual client services only in states in which it is filed or where an exemption or exclusion from such filing exists. All written content is for informational purposes only. Clients should consult their advisor with regard to any questions they may have. Past performance does not guarantee future performance. Independent advice should be sought in all cases.
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