Contact Information
Firm Name: Chevy Chase Trust Investment Advisors
Address: 7501 Wisconsin Avenue, Suite 1500W, Bethesda, Maryland 20814
Phone: 240-497-5068
Fax: 240-497-5068
Email: wmoyers@chevychasetrust.com
Website: ChevyChaseTrust.com
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Wendy Moyers, CFP® is a Wealth Advisor and Relationship Manager at Chevy Chase Trust. With more than 26 years of experience in wealth management, Wendy is responsible for advising clients in the areas of investment management, financial and estate planning, and trust administration. She oversees the delivery of services to clients and coordinates with their legal, accounting, and other advisors.
Originally from Colorado, Wendy earned her B. S. from Colorado State University. She is a Certified Financial Planner® and an active member of Collaborative Dispute Resolution Professionals and The Greater Washington Community Foundation.