Kendal joined Marbury Wealth Management in September of 2015 as our Operations Specialist in charge of all cashiering, account maintenance and client service. Kendal serves a dual role as a Financial Planning Analyst and assists the firm’s advisors with the development and updating of financial plans. She attends client meetings and assists with the pre-meeting preparation and the post-meeting follow-up. Kendal currently holds the Series 6 license (Investment Company and Variable Contracts Products Representative Exam), as well as the Series 63 license (Uniform Securities Agent State Law Exam).
She had spent 2 years with a national financial services firm prior to joining Marbury in her home town of Lancaster, PA. Kendal is a 2013 graduate of Lehigh University and resides in downtown Pittsburgh. Kendal does not currently offer Securities or Advisory Services.