Kennedy Lorraine Roe
Onboarding and Service Specialist
Kennedy is an integral part of the WTA onboarding and service team for new and existing clients. She is charged with tracking client files and responding to client requests. She reports to Todd Baker, the Chief Operations Officer, and is responsible for client satisfaction, answering questions and responding to specific requests. Kennedy began working as a volunteer for the Boys and Girls club while in high school. Demonstrating outstanding leadership, she was offered a paid position while still attending high school. Kennedy married soon after graduating high school, but continued her desire to make a difference by obtaining her cosmetology degree, an arduous three year program. During this time, she took time off to start her family, but continued her education. She soon learned the inner workings of a salon and quickly decided this was not the best career path for her to pursue. In 2018, she was offered a position with Wealth Teams. Her early years were spent focused on organizing client’s secure folders in compliance with SEC guidelines, and updating all of the compliance documents to conform to changing regulations. Her dedication and attention to details allowed her to advance and take on new responsibilities. She is now an important part of the WTA onboarding team and works closely with advisors and clients to make certain their accounts are accurate and are invested according to their investment policy statement. Kennedy and her husband Collen live in Athens, Tennessee and have 4 children.