The most prestigious Investments company in worldwide.

Navigating the stock market can be overwhelming, but with Wendy Thome by your side, it doesn’t have to be. With years of expertise and a personalized approach, Wendy simplifies investing—turning uncertainty into opportunity

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Smart Investing Starts with the Right Guide

At Wendy Thome Financial, we don’t just manage investments—we build futures. As a trusted financial advisor and experienced stockbroker, Wendy helps individuals and businesses create smart, sustainable financial plans tailored to their goals. Start making your money work for you—strategically, confidently, and consistently.

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Personalized Financial
Advice That Works.

Whether you're planning for retirement, building wealth, or protecting your assets, Wendy Thome offers expert guidance backed by real market experience. As a dedicated financial advisor and stockbroker, Wendy helps you make informed decisions that align with your financial goals—no jargon, just results.

About Us

Wendy Thome Shaw.

Stock Broker and Investment Adviser in the United States. I can guide you to making consistent profit in the financial markets.

A Financial Consultant and Stock Broker with over 17 years of experience working with 3 reputable brokerage corporations in the U.S. I currently partner with MORGAN STANLEY INC. (CRD#: 5241113) helping clients meet their desired financial targets with strategic investing in the stock market. I have passed 2 Broker Qualification examinations with registered licenses in 35 States

Stock Broking

Finncial Advisory

Forex Trader

Forex Consultant

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5m+ Trusted

Global Customers

k+

Managed Accounts

+

Years Of Experience

+

Team Members

Our Services

Offering the Best Financial Advisory Services

Financial Advisory

Expert guidance to help you grow, protect, and manage your wealth with confidence.

Forex Trading

Navigate the global currency markets with strategic forex trading and real-time analysis.

Invesments Planning

Tailored investment plans designed to match your goals, risk profile, and time horizon.

Private Client Investment

Exclusive, personalized investment strategies for high-net-worth individuals and families.

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Our Registrations

Past & Present Registrations

MORGAN STANLEY (CRD#:149777)

B12505 PARK POTOMAC AVENUE SUITE 200, POTOMAC, MD 20854 Registered with this firm since 6/1/2009

CITIGROUP GLOBAL MARKETS INC. (CRD#:7059)

WASHINGTON, DC 06/11/2008 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (CRD#:7059)

WASHINGTON, DC 03/17/2008 - 06/01/2009

Clients are Talking

Reasons to join the winnig tem and experience first hand what real global forex profits are

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Wendy has completely transformed the way I manage my finances. Her insights are gold, and her patience is unmatched.

Lilian. M

Fashion Stylist

I never understood the stock market until Wendy broke it down in a way that made sense. Now I'm investing confidently every month

Cynthia. J

Project Manager

Wendy’s advice helped me recover from years of poor financial decisions. She genuinely cares, and it shows in everything she does.

Wang. Xi

Construction

Capabilities

Examinations

Series 63 - Uniform Securities Agent State Law Examination

May 16, 2010.

SIE - Securities Industry Essentials Examination

Oct 1, 2018

Series 7 - General Securities Representative Examination

Feb 18, 2007.

Series 10 - General Securities Sales Supervisor - General Module Examination - April 23 2015

Series 9 - General Securities Sales Supervisor - Options Module Examination Apr 23, 2015

The most prestigious Investments company in worldwide.

Smart Investing Starts with the Right Guide