The 25-Year Veteran Retirement Planning Specialist Will Focus on Enhancing Client Services
CLEVELAND, July 30, 2024–(BUSINESS WIRE)–Carnegie Investment Counsel (“Carnegie”), a leading Registered Investment Adviser (RIA) with over $4.5B in assets under management is pleased to announce the hiring of Wendy Eldridge, MBA, CPFA, as a Retirement Plan Advisor with the firm to enhance the existing retirement plan team.
Wendy brings nearly 25 years of experience in the retirement plan and financial services industry, further enhancing Carnegie’s commitment to delivering tailored and expert financial services to its clients.
“We are thrilled to add a talent like Wendy Eldridge to our retirement planning team,” says Richard Alt, CEO of Carnegie Investment Counsel. “Few people have the depth of knowledge necessary to properly structure a retirement plan for employees. As a fiduciary advisor, we are extending our client-first priority into the retirement plan business with the addition of Wendy.”
“I am so excited to join the Carnegie team because of their unwavering commitment to client success and their reputation for personalized financial planning,” says Eldridge. “I look forward to bringing my 401k and retirement planning expertise to a firm that values integrity, transparency, and most importantly, the client’s best interests above all.”
Beyond her professional achievements, Wendy is dedicated to her community. She actively volunteers for Saint Ignatius High School in Cleveland, Ohio, where she has served as President of the Loyola Society Board. Wendy also contributes her time to the West 30th St. Huddle. She resides in Avon, Ohio, and is a proud mother of three children. In her free time, she enjoys playing sports and attending sporting events, particularly Colgate football games to support her son, a current team member.
About Carnegie Investment Counsel
Carnegie Investment Counsel (“Carnegie”) has been serving investors since 1974, founded by Prescott, Ball & Turben. Carnegie is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. Carnegie’s strategies and the investment risks and advisory fees associated with each strategy can be found within Part 2A of the firm’s Form ADV, which is available at www.adviserinfo.sec.gov. Carnegie is a fee-only Investment Adviser that is independently owned, with no obligations to deliver profits to outside shareholders. As a fiduciary, Carnegie seeks to place the client’s best interest first.
For more information, call 800.321.2322 or visit www.carnegieinvest.com.
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Contacts
Klaudia Wierzbowska, Gregory FCA for Carnegie
570-856-1360
klaudia@gregoryfca.com