Carnegie Investment Counsel Welcomes Wendy Eldridge as Retirement Plan Advisor
2024年7月30日 - 10:00PM
ビジネスワイヤ(英語)
The 25-Year Veteran Retirement Planning
Specialist Will Focus on Enhancing Client Services
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.
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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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Klaudia Wierzbowska, Gregory FCA for Carnegie 570-856-1360
klaudia@gregoryfca.com