Meet Wanda

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Wanda Stapley

Senior Client Manager

Wanda Stapley has over 23 years of financial services experience. She has served in a variety of customer service, trading (both fixed income and equity), and managerial operational roles and has been working with Barry and Matt since the early 2000s. She prides herself in not only being a valued and trusted resource to the clients and the investment professionals she works with, but also in being a person who can solve difficult client account/servicing problems, as well as being attentive and proactive to details that can oftentimes prevent those problems.

What Inspires My Work

Having the privilege of working with wonderful people, coworkers and clients alike, is truly a blessing. I am thankful to have the opportunity to be a part of their lives. I have always enjoyed the challenge of learning something new every day. The pursuit of knowledge and the satisfaction of continuing to learn in a field that is ever changing is part of why I look forward to Mondays.

What Inspires My Life

I look forward to Fridays for time with family and friends; from the perfect activity or adventure with the grandkids, to the scrumptious family meals or the amazing summer day on the links or poolside with friends. The amazing cycles of work, home, family and friends and balance of ALL of the above is what inspires my life.

Phone: 480.253.4103