Wendy has more than 36 years of experience in the financial services
industry. In addition to her applicable securities registrations and
insurance licenses, Wendy holds the professional designations of
Accredited Asset Management Specialist and Accredited Wealth Management
Advisor. Her areas of focus include investment and retirement planning,
insurance and tax-efficient investing.
Wendy works directly with her clients to help ensure that they understand
their investments. She assists them in developing personalized plans to
help them reach their financial goals.
Building on 13 years of experience with Wells Fargo Advisors, Wendy
opened Buchanan Wealth Management of Trinity Capital Management with
the services, resources and support of Wells Fargo Advisors Financial
Network. Recognized in a select group of Financial Advisors within
Wells Fargo Advisors, Wendy earned the Platinum Council distinction
from 2008-2024. The Platinum Council (previously known as Premier
Advisor) distinction is held by a select group of Financial Advisors
within Wells Fargo Advisors Financial Network as measured by completion
of educational components, business production based on the past year,
and professionalism. Additional criteria, best practices and team
structure, may also be used to determine recipients. Wendy and her
high school sweetheart, Mike, have celebrated more than 38 years of
marriage. Together they are members of First Baptist Church of
Nacogdoches and are very active members in the community. Wendy
serves on the United Way board. She served as past president of the
Kiwanis Club and the NHS Alumni Association Board and is past
Chairman of the Finance Committee for the SFA Alumni Association
Board of Directors.
Wells Fargo Advisors does not provide tax or legal advice.
CA Insurance License #0F97262
Resident State: TX
Securities Licensed in the following states: Alaska, Alabama, Arkansas, Arizona, California, Colorado, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Missouri, Mississippi, Montana, North Carolina, New Jersey, New Mexico, Nevada, New York, Oklahoma, Oregon, South Carolina, Tennesse, Texas, Utah, Virginia, Washington, West Virginia and Wyoming.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Any other referenced entity is separate from WFAFN.