Awards and Industry Recognition

Forbes

Top Wealth Advisors Best-In-State
2025 • 2023
Top Women Wealth Advisors Best-In-State
2025 • 2023
Top Wealth Management Teams Best-In-State
2025 • 2023

About Wendi

Wendi Doyle is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.

As a founding member of The DWC Team, Wendi brings over four decades of private banking and investment advisory experience in which she gained significant insight into the needs of wealthy individuals, multigenerational families, family offices and business managers. She provides her select group of clients and their families with wealth management guidance, including planning, asset allocation and investment strategies, lending, banking, and fiduciary services. She works in close coordination with her clients' other advisors, such as CPAs, attorneys and family office personnel. For Wendi and her colleagues, family dynamics and personal interests are at the center of crafting client's long-term plans. The team prides themselves on superior responsiveness, efficiency, and sensitivity to client life events.

Before returning to J.P. Morgan with her team in 2023, Wendi was a Managing Director and Wealth Manager with First Republic Investment Management. Previously, she spent over twenty years at J.P. Morgan, where she served as the manager of the firm's Private Bank in Southern California from 2001 to 2004. Her earlier experience includes roles at Credit Suisse Private Bank and Lehman Brothers.

Wendi earned a B.A. in Psychology from Barnard College/Columbia University. She and her husband are engaged members of their local communities in both Los Angeles and Boston. They take great pride in their recently graduated adult daughter, who now lives and works in New York City. They are committed to making a positive impact through their involvement in various organizations and initiatives across these major metropolitan areas. Wendi served for many years on the Board of Directors for The American Cinematheque and The Bogart Foundation for Pediatric Cancer Research, and as an advisor to the Wonder of Reading.

Insights

Business Planning

Business succession planning: Building an effective team

June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
Wealth Planning

What is a living trust?

June 3, 2025You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read Now
Markets

The next chapter: Diving deeper into the tariff saga

May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now
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