Tell us about your background.

I’ve spent my entire career in wealth management, helping clients with all aspects of their financial lives. There have been a few chapters to my career – as a wealth advisor, a financial planner, and a financial advisor for couples experiencing divorce. I’ve enjoyed every experience and I love that my role at Chevy Chase Trust allows me to bring all of my experience and knowledge together in guiding clients to make wise financial decisions.

 

What led you to a career in financial services?

When I went to college, I wasn’t sure what I wanted to do so I chose Business Administration for my degree.

 

What’s the most rewarding part of the job?

Some of life’s experiences are planned, like retirement or a move, and some unplanned, such as a divorce or losing a spouse. Most financial decisions carry with them big and important emotions. Financial decisions often are challenging for people as they navigate the other many aspects of life’s changes, such as withdrawing from the portfolio in preparation for retirement, dividing assets during a divorce, or beneficiary decisions after losing a loved one. Helping clients gain clarity in their decision-making process so they make decisions that support their goals can be so rewarding.

 

What makes Chevy Chase Trust different from other firms where you have worked?

Chevy Chase Trust is the perfect size—a close-knit team where we can walk down the hall to talk to each other, but large enough to reassure clients that they have access to the resources and sophisticated services needed to reach their goals. Additionally, Chevy Chase Trust brings together talented, astute, and ethical colleagues who want to support one another as well as help our clients.

 

Have you had a mentor and what are some lessons learned?

I had the privilege of partnering with Susan Freed before her retirement in 2021.

At the core of everything Susan did was a clear focus on doing what is best for clients. Her creativity and problem-solving skills, especially in estate planning for the next generation, were some of the things clients valued most about Susan. My goal is to continue this legacy of putting clients first, continuing with creative and thoughtful solutions to help clients achieve their dreams, whether that be to start a business, retire, create a family legacy, start a scholarship fund, or buy a vacation property.

 

What are your interests in the community?

I am involved with the Greater Washington Community Foundation, which has been a wonderful experience as they strive to enhance the quality of life in our community. In addition, I am the President of the Collaborative Dispute Resolution Professionals, which promotes a more respectful way to resolve disputes, particularly in divorce. And finally, with my daughters, I volunteer regularly at A Wider Circle.

 

What advice would you give to someone considering a career in investment management/financial services?

It is important that you enjoy working with people, love problem solving, and strive to continue learning.

 

Considering all the people with whom you have worked, what are the most important attributes for success?

Kindness and empathy, creativity and flexibility, grit and resilience.

 

Wendy Moyers‘ Bio »

Important Disclosures