Wendy Wildey

Director of Fiduciary Services
Chief Compliance Officer

In the years since I entered the financial and investment world, I have seen it undergo massive change. The ever-sophisticated customer now demands the transparency and independent advice that they always deserved. As HearthStone’s Director of Fiduciary Services and Chief Compliance Officer, I am delighted to provide them both. My vigilance for always putting our clients’ needs first is a cornerstone of our company.

My favorite moments still come from interacting with clients. It doesn’t matter whether we’ve known them for 20 years or two months. Their life stories, families, goals and dreams inspire my dedication. I share this enthusiasm with my longtime colleague, Paul Hynes.

When I’m not in the office, I enjoy classic cinema as well as the art and history of America. I can be found every July at San Diego Comic-Con with my husband, Mike Towry, and my son, Christian.

Education

Northern Arizona University
San Diego State University

Career Highlights

Director of Fiduciary Services and Chief Compliance Officer
HearthStone | Private Wealth Management, 2010 - Present

Manager
Burns Advisory Group, 2006 - 2010

Licensed Associate
Smith Barney, 1998 – 2006

District Administrator, Associate Trust Advisor
Merrill Lynch & Merrill Lynch Trust Company, 1991 - 1998

Client Service Assistant
Shearson Lehman Bros, 1988 - 1991

Merchant Services Administrator
La Jolla Bank & Trust Company, 1986 - 1988

Community

Participant, Susan G. Komen 2011 Three-day Walk for the Cure
Member, League of Women Voters
Volunteer, San Diego Comic Fest