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 16 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 2008-2025. The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.
Wendy Wyatt Buchanan, AAMS®, AWMA® ranks #18 in Forbes Top Women Wealth Advisors Best-In-State 2025 for the State of Texas. In 2024, Buchanan was ranked #33, in 2023 she was ranked #42 Forbes Top Women Advisors Best-In-State category, and in 2024 she was also ranked #114 in the Forbes Best-In-State Top Wealth Advisors category.*
Wendy and her high school sweetheart, Mike, have celebrated more than 39 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, is past Chairman of the Finance Committee for the SFA Alumni Association Board of Directors, was a member of the Stephen F. Austin Foundation Board of Trustees.
Wells Fargo Advisors Financial Network 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, Iowa, Idaho, Illinois, Kansas, Kentucky, Louisiana, Maine, Massachusetts, Maryland, Missouri, Mississippi, Montana, North Carolina, New Jersey, New Mexico, Nevada, New York, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia and Wyoming.
*2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24 (Source: Forbes.com). 2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/2023 (Source: Forbes.com). 2023 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2023; Data compiled by SHOOK Research LLC based on the time period from 9/30/21 - 9/30/22 (Source: Forbes.com). 2024 Forbes Best-in-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). Fee paid for use of marketing materials.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Buchanan Wealth Management
of Trinity Capital Management is a separate entity from WFAFN. PM-09272026-7792699.1.1