Wendy Edwards Email & Phone Number
Senior Vice President - Investment Officer @ Wells Fargo Advisors
Wendy Edwards's Location
Plano, Texas, United States
Wendy Edwards's Work
- Senior Vice President - Investment Officer @ Wells Fargo Advisors
- Vice President @ JPMorgan Chase & Co.
- Investment Manager and Financial Advisor @ Wachovia Securites
Wendy Edwards's Education
- The American College
CLU® (Certified Life Underwriter)
2004 - 2006 - Certified Financial Planner Board of Standards
CFP® (Financial Planning)
2000 - Institute of Divorce Financial Analysts
Certified Divorce Financial Analyst
Wendy Edwards's Skills
- Financial Services
- Investments
- Retirement Planning
- Wealth Preservation Planning
- Estate Planning Strategies
- Investment Planning
- Financial Aspects of Divorce
- IRAs
- 401k
- Investment Strategies
Wendy Edwards's Summary
Wendy Edwards, based in Plano, Texas, United States, is currently a Senior Vice President - Investment Officer at Wells Fargo Advisors, bringing experience from previous roles at Chase Investment Services Corp. and Wachovia Securites. Wendy Edwards holds a 2004 - 2006 CLU® in Certified Life Underwriter @ The American College. With a robust skill set that includes Financial Services, Investments, Retirement Planning, Wealth Preservation Planning, Estate Planning Strategies and more, Wendy Edwards contributes valuable insights to the industry. Wendy Edwards has 1 email on RocketReach.
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