Nacogdoches, TX – February 22, 2024 – Wendy Wyatt Buchanan, AAMS®, AWMA® ranks #33 in Forbes Top Women Wealth Advisors Best-In-State 2024 for the State of Texas. Buchanan is the Managing Director – Investments at Buchanan Wealth Management located in Nacogdoches, Texas. In 2023 Buchanan was ranked #42 Forbes Top Women Advisors Best-In-State category, and in 2022 she was also ranked #104 in the Forbes Best-In-State Top Wealth Advisors category.
With 36 years of financial experience, Buchanan assists individuals and businesses with their long-term financial goals. She helps clients focus on estate and investment planning and working with attorneys and tax professionals in developing each individual plan. Buchanan is FINRA Series 7 and Series 65 registered and holds the professional designations of Accredited Asset Management Specialist and Accredited Wealth Management Advisor.
“Much like how the markets fluctuate, my clients’ financial needs are ever-changing, so the strategies and resources we use to help them reach their long-term goals have to be reviewed and updated,” Buchanan said. “At Buchanan Wealth Management, we like to build life-long financial relationships that help families enrich their lives and plan for the future they envision. Our dedicated team has more than 160 years of combined experience, and we combine personal service and expert advice to help our clients create long-term financial strategies.”
Building on her years of experience with Wells Fargo Advisors, Buchanan formed Buchanan Wealth Management of Trinity Capital Management in 2021, working to provide the best resources and support of Wells Fargo Advisors Financial Network. Buchanan was recognized as a Platinum Council from 2008-2023. 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.
Buchanan and her Nacogdoches High School sweetheart, Mike, have celebrated more than 38 years of marriage. She attends First Baptist Church of Nacogdoches and serves on the Stephen F. Austin State University Foundation Board of Trustees, Stephen F. Austin State University Rusche College of Business Advisory Council Board, and on the Nacogdoches 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. In her spare time, she likes to travel and explore new places around the world.
The Forbes Top Women Wealth Advisors State / Best-in-State Top Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for ranking. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
About Wells Fargo Advisors Financial Network
For more than 20 years, Wells Fargo Advisors Financial Network (FiNet), the independent brokerage arm of Wells Fargo & Company, has simplified independence by partnering with successful financial advisors and fostering a mutual passion for doing what’s right for clients.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC, (WFAFN) Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company.
Buchanan Wealth Management of Trinity Capital Management is a separate entity from WFAFN. Buchanan Wealth Management associates referenced, when registered, are registered with Wells Fargo Advisors Financial Network, LLC.