Wendy Hicks

Account Manager

Wendy Hicks

Account Manager

Wendy Hicks serves as an Account Manager with the Legacy Team to help them serve their clients and oversee their processing. She began her career in financial services in 1980 with the brokerage firm of Thompson McKinnon Securities when she relocated from upstate New York. She joined Alex Paoletto’s practice in 1989 and became his right-hand woman in assisting him in managing account transactions, establishing relationships with clients, and supervising all operational aspects of the business. She joined Equity Concept’s centralized account management team in 2020 helping all advisor teams service their clients and transition in new business. Wendy believes that meticulous and timely attention to detail is crucial in assuring that clients’ assets are handled reliably and accurately. Wendy enjoys traveling to the Caribbean and experiencing new destinations with her partner, Eric. She also enjoys spending time with family.

To learn more about Wendy’s team, The Legacy Team, you can visit www.legacyteamadvisors.com 

Wendy's Team

Philip Beethoven-Wilson

Wealth Manager

Ken Jones, CFP®, ChFC®

Wealth Manager

Mike Mills, AIF®

Wealth Manager

David B. Saunders

Senior Relationship Builder

Michael Thaler

Wealth Manager and Chief Purpose Officer

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