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Wendy Lee  Ashcraft

Wendy Lee Ashcraft

New Accounts Coordinator

Wendy Ashcraft serves as the coordinator for new business and financial planning.

Prior to her current position, Wendy served as the Office Administrator for the Oak team starting in 2007. With over eight years of experience in the industry and her various positions, Wendy is able to seamlessly switch gears and knowledgably assist in all areas.

Wendy currently resides in her hometown of Mount Pleasant, where she raises her six year old son.


Wendy Lee Ashcraft offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.