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Wendy Greco

Associate at Rappaport Reiches Capital Management, LLC

Wendy Greco is an Associate at Rappaport Reiches Capital Management, LLC, located in the Greater Chicago Area. In her role, she focuses on providing support to financial advisors and ensuring that clients receive optimal service. Wendy is a CERTIFIED FINANCIAL PLANNER™ and holds a Series 65 license, which allows her to assist clients with their financial planning and investment strategies.

She completed her Bachelor of Science in Financial Planning at the University of Illinois at Urbana-Champaign. Prior to her current position, Wendy interned at Cetera Investors and has experience working in various financial roles. Her professional background includes a significant tenure in sales and operations at PepsiCo before transitioning into wealth management.

Wendy is passionate about helping clients navigate their financial decisions and develop comprehensive financial plans tailored to their specific values and goals. She is also active on LinkedIn, where she connects with over 1,000 followers and maintains a professional network within the finance industry.123

Highlights

Jul 1 · rrcapital.com
Your Team - Rappaport Reiches
Aug 9 · rrcapital.com
David's Foreword to Shari's New Book — Rappaport Reiches

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Wendy Greco
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Location

Greater Chicago Area