Wendy Huang is financial operations manager at Xception Advisory Group. Wendy executes strategies and manages workflow for the team. In addition, she oversees the firm’s financial planning, technology, and compliance operations. With twelve years of experience in the financial industry, Wendy has a unique skill set that enables her to ensure that XAG processes are efficient and compliant.
Wendy has a BS in Business Administration with a concentration in Finance from the University of South Alabama in Mobile, AL. She also has her insurance license, FINRA Series 6, 63, and 65 securities licenses.
Wendy loves being a part of the XAG team because she finds great satisfaction in helping her clients solve complex problems and is a dependable and reliable partner to both her clients and the team. She takes joy in knowing that what she does makes a difference in the lives of our clients. Outside of work, she enjoys traveling and staying active by running 5Ks and practicing yoga and pilates. She has three Peachtree Road Races under her belt and plans for many more.