portrait of Wendy L Roper
FINANCIAL ADVISOR

Wendy L Roper

ChFC®, AAMS™, CRPC™, CRPS™
15465 Oak Lane, Suite 100 E, Gulfport, MS 39503opens in a new window
Accepting New Clients
CallSend Me a Message

About Wendy

My journey with Edward Jones began in 2012, transitioning from a decade of family business ownership to becoming a financial advisor. This unique perspective allows me to deeply understand clients’ financial challenges and aspirations. I consider it a blessing that I spent time on both sides of the desk.

I’m passionate about guiding families through their financial landscape, helping transform long-term dreams into achievable goals. Our approach goes beyond traditional investment strategies, focusing on comprehensive life strategies.

Comprehensive Financial Guidance
We explore critical life transitions and financial milestones, including:
• Investment options and portfolio strategies
• Estate considerations
• Long-term care options
...

Focus Areas

  • Retirement Savings Strategies
  • Intergenerational Planning
  • Wealth Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Retirement Income Strategies

Work History

  • Edward JonesNovember 2012 to Current

Certifications

  • ChFC®

    Chartered Financial Consultant®
  • AAMS™

    Accredited Asset Management Specialist™
  • CRPC™

    Chartered Retirement Planning Counselor™
  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • Tulane UniversityMBA (Masters of Bus Admin)
  • Mississippi State UniversityBachelor of Business Admin

Team Members

  • Maurita Richards
    Registered Branch Associate
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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