Nacogdoches, TX – February 15, 2023– Wendy Wyatt Buchanan, AAMS®, AWMA® ranks #42 in Forbes Top Women Wealth Advisors Best-In-State2023 for the State of Texas. Buchanan is the Managing Director – Investments at Buchanan Wealth Management located in Nacogdoches, Texas. In 2022 Buchanan was ranked #49 in that category, and was also ranked #104 in the Forbes Best-In-State Top Wealth Advisors category.
With 35 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. Her complete Forbes profile is available online at www.forbes.com/profile/wendy-buchanan.
“With extensive experience throughout major shifts in the markets, I have dedicated my career to delivering the personalized investment planning services that my clients and their families deserve,” Buchanan said.“At Buchanan Wealth Management, we strive to be the premier advisors of choice for people looking to accumulate, preserve, enjoy, and distribute wealth. We offer personalized recommendations and service to help our clients reach their long-term financial goals. We have a dedicated team with over 150 years of combined experience.”
Building on heryears 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 Premier Advisor from 2008-2023. The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of risk and compliance training, business production based on the past year and professionalism. Net asset flow (NAF) may also be used to determine recipients.
Buchanan and her Nacogdoches High School sweetheart, Mike, have celebrated more than 37 years of marriage. She attends First Baptist Church of Nacogdoches and serves on the Stephen F. Austin State University Foundation Board of Trustees 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 Best-in-State 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 20 years, Wells Fargo Advisors Financial Network, 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, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. www.wfafinet.com
Buchanan Wealth Management of Trinity Capital Management is a separate entity from Wells Fargo Advisors Financial Network.