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 Stephen F. Austin State University Foundation
Board of Trustees and 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.