Wendy VanCleve

Wendy VanCleve

Wendy VanCleve
Senior Planning Advisor, RJFS | Pinnacle Asset Management


949 S. Shady Grove Road
Memphis, TN38120
Phone: 901.259.2106
Fax: 901.261.5395
Email

Wendy VanCleve is a senior planning advisor with Raymond James. She is committed to addressing clients’ individual financial goals through the implementation of time-tested wealth management strategies. Wendy employs a comprehensive, strategy-focused approach, delivered with consistent personal attention. She is committed to helping clients pursue their long-term objectives.

Wendy is originally from Grand Rapids, Michigan. She received her Bachelor of Arts degree from Michigan State University and her Juris Doctor from Marquette University Law School, where she served as associate editor of the Marquette Law Review. Before beginning her career in financial services, Wendy focused her legal practice on estate planning and business law. She serves her community through her local Rotary club and enjoys spending her free time with her husband, daughter and dogs.

Back to List

Check the background of these investment professionals on FINRA's Broker Check.

All investing involves risk. There is no assurance that any investment strategy will be successful. Diversification and asset allocation do not ensure a profit or protect against loss.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, and are:

Not FDIC insured Not bank guaranteed Subject to risk and may lose value
Not guaranteed by any government agency Not a bank deposit

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Pinnacle Asset Management and are not insured by any bank insurance, the FDIC or any other government agency, are not deposits or obligations of the Bank, are not guaranteed by the Bank and are subject to risks, including the possible loss of principal.  Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Pinnacle Bank, Pinnacle Financial Partners and Pinnacle Asset Management are not registered broker/dealers and are not independently registered as broker-dealers or investment advisers. 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Privacy Notice

Raymond James Legal Disclosure