Wealth Advisor & Relationship Manager
Tel: 240.497.5068
Wendy is a Wealth Advisor and Relationship Manager at Chevy Chase Trust. With more than 30 years of experience in wealth management, Wendy is responsible for advising clients in the areas of investment management, financial and estate planning, and trust administration. She oversees the delivery of services to clients and coordinates with their legal, accounting, and other advisors.
Originally from Colorado, Wendy earned her B. S. from Colorado State University and is a Certified Financial Planner®. Wendy sits on the Board of Collaborative Dispute Resolution Professionals, is an active member of the Professional Advisors Council of The Greater Washington Community Foundation and participates in the Montgomery County Estate Planning Council.
Bethesda Magazine 2024 Top Financial Professional »
