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Wendy Tamis Robbins

Wendy Robbins

Chief Operating Officer & General Counsel

I practiced corporate finance and tax law for 26 years, both in BigLaw and as in-house counsel, structuring complex tax credit and debt funds with some of the largest institutional investors in the world. I closed over $2 billion in debt and equity financing. As in-house counsel to a syndication and investment management company, I managed legal and corporate compliance issues for all business groups. In 2021, I founded WTR Enterprises, focusing on professional well-being through executive coaching, speaking, and programming. I’ve lectured at Harvard, Boston University, and Boston College Law Schools and been featured by BBC Studios, NBC and Fox News. 

As Chief Operating Officer and General Counsel at Blakely Financial, I oversee the firm’s operations and ensure we’re running as efficiently and effectively as possible. I’m responsible for managing internal processes, supporting our team, and navigating legal matters to keep our business aligned with industry standards and best practices. My goal is to create a strong foundation that allows our advisors to focus fully on serving our clients. Every day, I’m committed to fostering a collaborative environment that supports both our team’s success and the long-term growth of our firm.

Professional Designations, Certifications, Registrations, and Licenses

  • Juris Doctorate

Professional Memberships

  • Massachusetts Bar Association Committee on Lawyer Well-Being

Education

  • Dartmouth College, Hanover, NH, B.A. in History
  • Suffolk University Law School, Boston, MA, Juris Doctor, Cum Laude 

 

Personal Points

My top 3 reads and podcasts are…

The Untethered Soul, The Red Tent, The Greatest Salesman in the World

Causes I’m passionate about…

Mental Health Stigma, Equality, Female Financial Freedom

My favorite quote is…

"To thine own self, be true.”

My favorite restaurant is…

my kitchen.

Something people don’t know…

I threw the javelin, weight and hammer on the varsity track team at Dartmouth.

My dream travel destination is…

Peace of mind.

Credentialed Professionals

Blakely Financial team members are committed to providing clarity, insight and guidance for our clients through financial planning. A commitment to ongoing improvement and continued education is paramount to doing so. Our team has obtained the following certifications:

Robert BlakelyEmily PromiseSteve LaFrance
Robert Blakely
Emily PromiseSteve LaFranceYesenia DavilaErin Babineau
Robert BlakelySteve LaFranceEmily Promise
AAMS™Donna Blakely
Stephanie LanierYesenia Davila
Steve LaFrance
Robert Blakely
Steve LaFranceDonna Blakely
Emily PromiseNoah JohnsonSam Levin
Robert Blakely
Emily Promise
Emily Promise

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