Linda Wu is an experienced Client Relationship Manager and operations specialist specialized in individual wealth management. Deep in the machinery of the client experience, Linda is the client contact for the operational day-to-day trades and account adjustments associated with the Cashman Consulting individual wealth management team. As a Series 7 (General Securities Representative), Linda works with clients most during tax season, legacy planning updates for their families and questions resulting from Linda’s detailed work engagement for accuracy.
Linda has an outstanding reputation in servicing client needs and looks forward to hearing from all clients when they need her to answer questions. Linda is an avid reader and looks forward to learning to cook new dishes on the road with her husband in their RV during the summer months across the Pacific Northwest.