Wendy Kizzier SVP, Senior Wealth Strategist
JOINED NORTHERN TRUST
Education
- Bachelor of Science degree from Miami University in Oxford, Ohio
- Masters of Science in Applied Mathematics from DePaul University in Chicago
Credentials
- Licensed and registered as an Investment Advisor and General Securities Representative
- Certified Private Wealth Advisor (CPWA)
Expertise
Wendy M. Kizzier is Senior Vice President of Northern Trust, Seattle in the Wealth Strategies Group. Wendy has over 20 years of experience in the financial services industry. Wendy specializes in investment management and asset allocation strategies, estate planning, retirement planning and tax minimization strategies.
Experience
Prior to joining Northern Trust in Seattle, Wendy managed high net worth client relationships in the Wealth Management Group at Northern Trust Company in Chicago. During that time she also was a relationship manager for nonprofit organizations, including both foundations and endowments. In the interim, between her service at Northern Trust, Wendy was an Account Executive for an information technology company that outsourced technology to the financial service industry.
Community Involvement
Current memberships include Provisors, a networking organization for Trusted Advisors. Wendy is a strategic alliance partner for entrepreneurs organizations. Past activities include the Planned Giving Advisory Committee at the YWCA, Treasurer at Cancer Lifeline, Board of Directors at Boys and Girls Club of Pierce County, and Treasurer for the Estate Planning Council of Tacoma.