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Kendal Fletcher

Kendal Fletcher

Operations Specialist, Financial Planning Analyst

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.