Wendi Corinna Morales Southwick
Wendi Corinna Morales Southwick
Financial Advisor
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About Wendi Southwick
It is an honor to work with so many people in their life’s journey. My mission is to empower individuals, families, and small businesses to achieve financial security, confidence, and peace of mind through empathetic guidance, counseling, and actionable strategies. I want to ensure your financial decisions align with your values and dreams. I am passionate about helping others one step at a time to navigate life’s financial dreams and difficulties.
Specializations
I work with individuals, families and businesses to establish plans that...
My qualifications
- General Securities Representative
- Investment Adviser Representative
- Securities Industry Essentials
My state licenses
- Colorado
- Idaho
- Nevada
- Utah
- Virginia
- Washington
Office location
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations