Wendy Liang Client Services Associate

Wendy Liang is a Client Services Associate at Cassaday & Company, Inc. and has been with the firm since March 2025. 

Her responsibilities include monitoring the activity of clients’ accounts, initiating client requests, assisting with general client inquiries, and maintaining an open line of communication between clients and their advisors.   

Prior to joining Cassaday, Wendy spent several years working as a client services associate in the financial services industry. 

Wendy grew up in Northern Virginia and now resides in Arlington, VA. In her spare time, you can find her training for her next race, boxing, traveling, or spending time with friends and family.  

Wendy is not registered with Osaic Wealth, Inc. or Cassaday & Company, Inc., and does not offer securities or investment advisory services.