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Hollina W
CFP®, Series 66
Bend, OR
Hendershott Wealth Management, LLC
Hollina Wadsworth is a CFP® with four years of industry experience, currently serving as an advisor at Hendershott Wealth Management, LLC. Prior to joining Hendershott, she worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC, and she also spent six years at Baker Boyer Bank. Hendershott Wealth Management advises individuals, trusts, estates, charitable organizations, and business entities, serving clients across a range of asset levels. The firm emphasizes non-discretionary portfolio management using model portfolios and third-party managers, focusing on mutual funds and ETFs with a long-term approach, while offering specialized services such as financial coaching and a program tailored for smaller accounts.
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