Wendy Joy Woudenberg

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 11/2019
  Realty One Group
  Phoenix, AZ
• 07/2015 → 03/2018
  National Association Of Railroad Trial Counsel
  Phoenix, AZ
• 03/2018 → 12/2019
  Golf Fore Africa
  Scottsdale, AZ
• 07/2019 → 12/2019
  Morgan Stanley Smith Barney Llc
  Phoenix, AZ
• 12/2019 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY
• 12/2019 → Present
  Morgan Stanley Smith Barney Llc
  Phoenix, AZ

Other Businesses

*637314- Phoenix Country Club; Investment related: No; Phoenix, Arizona; Private Member Country Club; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 04/2025; During business hours: 0; After business hours: 3; General Board Member

Exams

• S66 Uniform Combined State Law Examination
  2019-11-19

Other Names

• Wendy J Woudenberg