Wealth Management: Elite Marketing to Elite Clients

Wendeline Dill is the Head of Advisor & Field Marketing at J.P. Morgan Wealth Management.

Known for her deep understanding of Advisors, Wendy directs a multi-functional team of 12+ professionals who create and execute sales and marketing initiatives for 1,450+ Advisors and 100+ Specialists nationwide, in the ultra-high and high-net-worth channels. Her mantra, “We serve Advisors the way they serve clients,” is reflected in the way she partners to help them grow their practices through the creation of innovative marketing materials and programs that drive acquisition, deepening and retention. Wendy and her team received the 2023 Financial Communications Society Gold Award for the J.P. Morgan Advisors marketing suite of collateral. Based on feedback from Advisors and her peers across the industry, she is humbled her group is considered the top field marketing team on Wall Street today.

Wendy partners daily with JPMA’s C-suite and six Regional Directors who oversee 48 offices around the country. She works with Advisors to adopt behavior change, evolve client journeys, market their practices and adapt to new business techniques. Her time as an Advisor early in her career formulated her understanding of the business from the ground up and helps her to relate to the challenges Advisors face.

Wendy’s career includes many top firms in the country. After 10 years at Merrill Lynch and 10 years at Ernst & Young, as well as roles at Glenmede and Deloitte, she joined J.P. Morgan in 2022 to build the field marketing function.

The first in her family to earn a college degree, Wendy holds a certificate from Dartmouth College’s Executive Education Program at The Tuck School of Business. She earned a B.S. and an M.B.A. in Finance from Penn State University, where she is a lifetime member of the Alumni Association. She holds FINRA Series 7 and 66 securities licenses, a life and health insurance license, and the CRPC^® designation from the College for Financial Planning.

Wendy lives with her family on a horse farm in Bucks County, PA. A leader in her local community, she has been a founding Board member at the Bucks County Children’s Museum, an Advisory Board Member for the Area Agency on Aging, and a Member of the Fundraising Committee at Doylestown Hospital. Farther afield, she is an active parent at Phillips Academy in Andover, Massachusetts.

Patty McAuley is the Senior Vice President, Head of Marketing for Clark Capital Management Group. In this role, she is responsible for aligning the firm’s marketing and communications objectives to business goals, all in support of helping financial advisors deliver successful investment outcomes to their clients. Her work has been recognized by the Money Management Institute & Barron’s, the Financial Communications Society, and the Gramercy Institute.

Prior to assuming the position of Head of Marketing, Patty worked in sales and marketing across the financial, pharmaceutical, and luxury goods industries. Patty joined Clark Capital in 2008. She graduated from New York University Summa Cum Laude with a Bachelor of Science in Mass Media Communications and received her MBA from the Fox School of Business at Temple University. She holds the Certified Financial Planner designation and FINRA Series 7 and 66 licenses.

Melissa Brandt serves as Vice President of Annuity and Investment Management Marketing at Lincoln Financial Group. In this role, Melissa leads a cross-functional team that’s focused on driving brand recognition and affinity, and developing the short and long-term strategy that powers the growth of Lincoln’s broad Annuity offering. She’s led the go-to-market strategies of many new product entry launches, including the development and rollout of Lincoln’s IVA, Lincoln Level Advantage®, driving to $1 billion faster than any launch in Lincoln’s history. Melissa joined Lincoln Financial in 2013 as an Annuity Marketing Manager and has more than 17 years of experience in the financial services industry.

Prior to joining Lincoln, Melissa drove the marketing efforts at The Hartford, formerly PLANCO Financial Services Group, where she was responsible for driving marketplace awareness, preference and sales growth of the Hartford’s diverse 60+ mutual fund lineup. Melissa graduated from Shippensburg University, holds FINRA Series 6 and 63 registrations and has a Certified Fund Specialist designation from the Institute of Business and Finance. Melissa and her husband, Josh, reside in Collegeville, Pennsylvania.

Meredith Lloyd Rice is Vice President of Cogent Syndicated, a division of Escalent. Meredith leads the firm’s syndicated research and evidence-based consulting focused on the financial advisor market and is the lead author of the Advisor Brandscape® report. She has 20 years experience managing research initiatives in the wealth management industry and has explored a wide range of business issues in the retail and institutional markets working on the client and supplier side. Prior to joining Escalent, Meredith worked for Chatham Partners, State Street, Charles Schwab and Synovate (now Ipsos). She holds an MBA with an emphasis on marketing and consulting from Thunderbird School of Global Management and a bachelor’s degree from Colgate University.