Brenda L. Wheatley
Director of Client Services
Brenda has over 13 years of experience in the financial services industry. She was employed by Money Strategies, Inc. in Melbourne, Florida as a broker’s Sales Assistant. She was then employed by First Data Corp. as a Financial Processor.
Brenda started working with Joe Byrne in March of 2004 when he was employed by Advest, Inc. In 2006, Byrne Financial Freedom, LLC was established and she assisted Joe with the transition of assets to Linsco/Private Ledger. Linsco/Private Ledger then became LPL Financial.
Brenda’s primary responsibilities are managing day to day operations, customer service, resolving technology issues, and overseeing branch compliance and information security.
Brenda was raised in Seekonk, Massachusetts. She graduated from the Sawyer School of Business. She lived in central and eastern Florida for 9 years. She was employed in the hospitality industry for 10 years, where she acquired her customer service experience.
Brenda is an amateur photographer and is a member of the International Society of Photographers. She enjoys reading, traveling, and attending hockey, baseball and football games.