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 volunteering 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 from high school, but continued to pursue 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 it was not the best career path for her. In 2018, she was offered a position with Wealth Teams.

Her early years were spent organizing clients’ secure folders in compliance with SEC guidelines and updating all compliance documents to conform to changing regulations. Her dedication and attention to detail allowed her to advance and take on new responsibilities. She is now an important part of the WTA onboarding team. She works closely with advisors and clients to ensure their accounts are accurate and invested in accordance with their investment policy statement. Kennedy and her husband, Collen, live in Athens, Tennessee, and have 4 children.

Kennedy Lorraine Roe
Administrator– Wealth Teams Alliance
www.wealth-teams.com