Wendy Flowers joined Prime Capital Investment Advisors as a client service specialist in 2023. In her role at PCIA Mid-South, Wendy manages her team’s account-related inquiries, helping to ensure clients receive a smooth, efficient, and exceptional experience.
Prior to joining the firm, Wendy served as a customer relationship manager for Regions Bank for nearly two decades. She honed her skills in issue resolution on behalf of Regions Bank customers during that time, while also leading and coaching her team of junior call center employees in resolving issues efficiently while delivering excellent customer service.
It is with the mindset of “earning our clients’ business every day” that Wendy and the team at PCIA Mid-South demonstrates the depth of our commitment to our clients’ legacies through the generations.
Wendy is passionate about building relationships and providing a top-notch client experience for the families she serves. Our clients come to us seeking financial security and peace of mind, and it’s Wendy’s mission to assure each and every one of them that they are valued and can depend on us to be there whenever we are needed.
In her free time, Wendy enjoys spending time with family, heading out on road trips, and shopping for the perfect pair of shoes!
Building Your Bridge
Located right on the bank of the Mississippi River is PCIA Mid-South’s hometown of Memphis, but we’re proud to serve clients throughout the entire Mid-South and Tennessee Valley areas. This region we call home is connected by bridges, giving us the opportunity to move across borders, discover new territory and build relationships with those not in our direct line of sight. That’s how we like to picture our planning process. PCIA Mid-South is here to Build Your Bridge with a system that begins with a discovery meeting. We can then use our connections, our network and our independence to design strategies that suit your unique needs and replace questions with confidence about your retirement income, your assets and your ability to leave a legacy to your family. Finally, we maintain your plan with a continuous reassessment of your goals, giving you the opportunity to adapt as you cross life’s bridges.
We prioritize your needs and your idea of a comfortable and desirable lifestyle, and we’re ready to help you design a plan to address and achieve them. If you’re ready to start working with our team, please fill out our form below with as much information as possible. We look forward to speaking with you!