by
Craig Hall
| Mar 27, 2025
At Badgley Phelps, our team is at the heart of everything we do. In our Employee Spotlight series, we take a closer look at the people who help us provide exceptional service to our clients.
This month, we’re highlighting Wendy Taylor, Associate Wealth Manager | Equity Trader, who has been an integral part of the Badgley Phelps team since 1995. With nearly three decades of experience in the financial industry, Wendy has witnessed incredible transformations in wealth management and continues to bring her expertise and dedication to our clients every day.
What is your title, and what does your role entail?
I am an Associate Wealth Manager and Equity Trader. I support two wealth managers in serving their clients and manage the execution of equity trades across the firm. What gets me to work every day is knowing that we are helping our clients achieve their financial goals.
How has the financial industry changed since you started your career?
A lot has changed since I first joined Badgley Phelps more than 29 years ago. When I started, trade orders were handwritten on paper and placed in my inbox. At that time, trade settlements took five days, whereas today, they settle in just one.
With advancements in automation and technology, we now spend less time on transactions and more time developing customized solutions for our clients. The financial industry has become much more efficient, allowing us to focus on strategy, planning, and personalized client service.
What’s your favorite thing about working at Badgley Phelps?
Badgley Phelps is small enough that it truly feels like family. We develop meaningful relationships with both our clients and colleagues, which makes for a supportive and collaborative environment.
What do you like to do when you’re not at the office?
Outside of work, I love spending time with my family, traveling, and reading a good book. While I enjoy life in Seattle, I’m always dreaming of being poolside on Maui!
What accomplishments are you most proud of?
I am most proud of my two children and the successes they have achieved on their journey to adulthood. Seeing them grow and accomplish their goals has been one of my greatest joys.
What’s something people might not know about you?
During college, I worked as a checker at Thrifty Foods while paying my way through school at the University of Washington. It was a valuable experience that taught me the importance of hard work, financial responsibility, and time management—skills that have served me well in my career.
Knowing that the work we do at Badgley Phelps has a direct impact on our client’s financial well-being keeps me motivated every day. Helping clients achieve their financial goals and seeing the long-term benefits of sound financial planning makes the work incredibly rewarding.
If you could go back in time and give your 20-year-old self one piece of financial advice, what would it be?
Despite the press of day-to-day activities, remember to take time to think strategically. It’s easy to get caught up in immediate priorities, but taking a step back to focus on long-term financial goals and planning for the future is incredibly important.
For young professionals today, I’d say: Start investing early, take advantage of employer-sponsored retirement plans, and don’t be afraid to ask questions about your finances. A strong financial foundation will provide flexibility and security in the years to come.
Wendy’s dedication, experience, and passion for client success make her an invaluable part of the Badgley Phelps team. We’re grateful for her contributions and the expertise she brings to our firm.
Stay tuned for more Employee Spotlights as we continue to highlight the talented individuals who make Badgley Phelps a great place to work!