About Wendy
As a divisional president at Focus Partners Wealth, Wendy Hartman is responsible for providing strategic leadership and works with our advisory department leaders to oversee and implement goals and team plans to achieve our firm’s strategic priorities. She is charged to ensure the effective delivery of our overall client experience in conjunction with our advisor experience. Her leadership is not a responsibility she takes lightly. After decades of serving as a wealth advisor, she understands firsthand the power and reward of watching clients, their children and sometimes grandchildren meet their financial goals. She is proud to lead a team that safeguards so many financial futures and allows clients to spend their time enjoying life and fulfilling their dreams that matter most.
Wendy began her career here as a wealth advisor, specializing in collaborating with families across multiple generations to preserve their legacy and pass on the values that made them successful to their future generations. She most recently served as a managing director for Focus Partners Wealth, with oversight of our client service and client development departments. Her time as both an advisor and director helped afford her unparalleled experience and insight for her current role as the firm’s leader.
Before joining Focus Partners Wealth in 2010, Wendy was a strategic advisor with Enterprise Trust Company. She served as a portfolio analyst with First Banks, Inc. and an equity analyst with Bank of America Capital Management.
Wendy holds an MBA from Saint Louis University and a bachelor’s degree from Truman State University in Kirksville, Mo. She also holds the CERTIFIED FINANCIAL PLANNERTM professional designation. Wendy is a lifelong resident of St. Louis, where she lives with her husband and two sons.