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Brenda W

Series 66

Wheeling, WV

CWM, LLC

Brenda Weekly is a financial advisor with CWM, LLC in Wheeling, WV, holding a Series 66 designation and 10 years of industry experience. Her prior roles include positions at SECURITIES AMERICA, Inc., Arbor Point Advisors, and LPL Financial. Outside of advisory work, she operates an online retail business as an eBay seller. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm provides portfolio management, financial planning, and retirement-plan services using discretionary model portfolios overseen by an internal Investment Committee.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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