Wealth Advisor & Relationship Manager
Tel: 240.497.5068
Wendy is a Wealth Advisor and Relationship Manager at Chevy Chase Trust. With more than 26 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. She is a Certified Financial Planner® and a Certified Divorce Financial Analyst®. Wendy is the President of Collaborative Dispute Resolution Professionals, an active member of the Montgomery County Estate Planning Council, and a Financial Coach with A Wider Circle in Silver Spring.
Bethesda Magazine 2024 Top Financial Professional »
