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portrait of Wendi Stratton
FINANCIAL ADVISOR

Wendi Stratton

CFP®
423 N Main St, Nashville, MI 49073opens in a new window
CallSend Me a Message

About Wendi

Our team’s objective is simple: Take care of our people. We focus on understanding our clients' unique personal values and financial needs in order to create and deliver customized financial solutions. Our process includes identifying and tracking multiple short-term and long-term goals, communicating regularly to deliver timely information, working closely with clients' accountants and attorneys and partnering with our Edward Jones home office, which consists of thousands of people and advanced technology, to provide competent, comprehensive advice and guidance.

I strive for excellence in the service and advice I provide to my clients, so I maintain my certification as a CFP®...

Focus Areas

  • Retirement Income Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Healthcare Professionals
  • Manufacturing Professionals
  • Estate & Legacy Strategies

Work History

  • Edward JonesSeptember 2017 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Michigan State UnivBachelors

Personal Interests

  • Sports Enthusiast
  • Yoga
  • Traveling
  • Golfing
  • Aviation

Team Members

  • Breven Willis
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(517) 760-8113

Fax

(888) 253-9826

Office Address

423 N Main St
Nashville, MI 49073opens in a new window

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