Wendy Dill joined J.P. Morgan Wealth Management in March 2022 after 10 years at Merrill Lynch and 10 years at EY. Wendy comes to the team to build and run a field marketing function that promotes advisors in the ultra-high net worth channel.
Prior to J.P. Morgan, Wendy was at Glenmede running brand, social media, omnichannel campaigns and a marketing transformation. While at Merrill Lynch, Wendy was in personal retirement product marketing overseeing IRA, Roth, 529, annuity, life insurance and LTC insurance products. She was then in field marketing overseeing both the Pac NW and Heartland markets comprised of 20 Complex Directors and over 3000 advisors. Wendy was EY’s first global brand manager, helping launch an award winning brand DAM still the most heavily visited intranet site at the global firm today.
Wendy lives in New Hope, Bucks County, Pennsylvania on a farm and received her bachelors and MBA from Penn State. She was a founding board member of the Bucks Country Children’s Museum and a lifetime member of the Penn State Alumni Association. Wendy holds FINRA 7 and 66 licenses, a life and health insurance license and a CRPC® designation from the College for Financial Planning.
