Women In Transition  

I was born in Venice, Florida and reared in suburban northern New Jersey. I returned to Florida, graduated from Charlotte High School and then went on to the University of Florida GO GATORS!

I stayed at UF for 18 years – 13 years of which were serving as Assistant Director and Chief Operating Officer for the Florida Foundation for Future Scientists administering programs for high-ability precollege students on campus and throughout the state.

I also served a year as an Assistant Director for the UF Registrar’s office during which I helped edit the UF undergraduate catalog and 17 college admission brochures, reconciled UF’s Curriculum to the State’s common course numbering system and designed an accounting program for the Registrar’s office to track fund and cash accounting.

Relocated next to the Tampa Bay area and was an Operations and Management Consultant II for the Florida Department of Environmental Protection’s Florida Marine Research Institute and then segued into marketing and moved forward into my present career in financial services, now in my 14^th year.

 

I earned my CFP in 2006 after completing the 2-year program of study in a 6 month advanced accelerated course.  I opened my independent practice in February of this year.

I’m a registered representative and offer Securities and Advisory Services through Commonwealth Financial Network®, Member FINRA, SIPC, a Registered Investment Adviser.

My Professional Specialties focus on:

Comprehensive Financial Planning
Integrated Wealth Management Advisory Services
Estate and Trust Planning Services
Retirement and Income Planning
Business Services and Succession Planning

 

I’m passionate about my community and the global environment. I'm very active in local non-profit organizations and leadership groups, including serving as: 

Vice Chair Charter Review Committee, City of North Port

• Vice Chair, Vision North Port, Inc. - A not-for-profit Florida Corporation - 501(c)(3)
• Secretary and Board Member, United Way of South Sarasota County
• Steering Committee, North Port Community Emergency Response Team (NP CERT)
• Business and Economic Development Committee , North Port Area Chamber of Commerce
• Editorial Committee, North Port Magazine
• Participant, Inaugural North Port Leadership Institute
• Former Chair, 50th Anniversary Committee, City of North Port
• Financial Stability Partnership Planning Committee, United Way of Sarasota County
• Member and Sponsor, Business and Professional Women of Englewood and Venice
• Member and Former Secretary/Officer, Charlotte Estate Planning Council

 

I believe that we are stewards of this earth and it is our responsibility to create sustainable communities that enrich our lives and to leave our world in a better place than we found it. Our office was designated as the first Sarasota Green Business Partner in the City of North Port.

GO GREEN!!

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Link to website:  www.Namack.com

·         E-mail address:  Wendy@Namack.com
·         Link to LinkedIn Profile:  http://www.linkedin.com/in/WendyNamack
·         Link to Twitter Profile:  http://twitter.com/WendyNamack

 

 

 

 

Wealth Health Assessment™ brochure – as a bonus to BPW members, I’ll offer a 50% discount for the WHA™ program to anyone who contacts me and mentions that they heard about the program on the BPW Florida Radio Program.