Employee Spotlight: Wendy Taylor
At Badgley Phelps, our team is at the heart of everything we do. In our Employee Spotlight series, we take a closer look at the people who help us provide exceptional service to our clients.
Meet Wendy Taylor
What is your title, and what does your role entail?
How has the financial industry changed since you started your career?
A lot has changed since I first joined Badgley Phelps more than 29 years ago. When I started, trade orders were handwritten on paper and placed in my inbox. At that time, trade settlements took five days, whereas today, they settle in just one.
With advancements in automation and technology, we now spend less time on transactions and more time developing customized solutions for our clients. The financial industry has become much more efficient, allowing us to focus on strategy, planning, and personalized client service.
What’s your favorite thing about working at Badgley Phelps?
What do you like to do when you’re not at the office?
What accomplishments are you most proud of?
What’s something people might not know about you?
What motivates you?
Knowing that the work we do at Badgley Phelps has a direct impact on our client’s financial well-being keeps me motivated every day. Helping clients achieve their financial goals and seeing the long-term benefits of sound financial planning makes the work incredibly rewarding.
If you could go back in time and give your 20-year-old self one piece of financial advice, what would it be?
Despite the press of day-to-day activities, remember to take time to think strategically. It’s easy to get caught up in immediate priorities, but taking a step back to focus on long-term financial goals and planning for the future is incredibly important.
Final Thoughts
Wendy’s dedication, experience, and passion for client success make her an invaluable part of the Badgley Phelps team. We’re grateful for her contributions and the expertise she brings to our firm.
