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Wendi Orr

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Wendi Orr
Financial Advisor
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Part of the First Coast Group practice
4887 Belfort Rd. Ste. 109
Jacksonville, FL 32256
About Wendi Orr
I'm proud to be a Thrivent financial professional. I provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.
My qualifications
  • Bachelors of English, Tuskegee University
  • Series 7 - General Securities Representative
  • Series 66 - Investment Adviser Representative
  • Securities Industry Essentials
My state licenses
  • Alabama
  • Florida
  • Georgia
  • North Carolina
  • Ohio
  • South Carolina
  • Texas

Insights

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Charitable bunching: A smart way to maximize your giving & tax deductions
Charitable bunching: A smart way to maximize your giving & tax deductionsCharitable giving is one of the most powerful ways to live your values, support your community and create a lasting legacy. To make the most of your generosity, consider a strategy called charitable bunching. By grouping multiple years of donations into a single tax year, you may be able to increase your deductions—while still supporting the causes you love every year. Explore whether charitable bunching is right for you. ⬇️ Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
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A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty. Reach out if you'd like to discuss whether this type of solution could help support your retirement goals. For additional interest rates and other important information: https://bit.ly/4fIaSQk See thrivent.com/social for important disclosures.
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📚✨ Every Donation Makes a Difference! ✨📚 A huge thank you to the University Christian School Excel Club for collecting 261 children's books during our September Book Drive! Their generosity helped bring our grand total to an amazing 1,146 books collected throughout the month of September. Because of the incredible support from our community, the Friends of Augusta Savage Community Center are now able to create a library inside the center, providing children and families with access to books and opportunities to grow a love for reading. This is the perfect example of how every donation, big or small, can make a lasting impact. Thank you to everyone who contributed and helped make this dream a reality! 📖❤️ Together, we are changing lives one book at a time. #WhereMoneyMeansMore #FirstCoastGroupThrivent #LiveGenerously #BookDrive #CommunityImpact #AugustaSavageCommunityCenter #MakingADifference #ReadingMatters
Office location
Jacksonville Location
4887 Belfort Rd. Ste. 109
Jacksonville, FL 32256
Phone904-654-3773Hours
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations