Wendy Eldridge

Wendy Eldridge: Email & Phone Number

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Retirement Plan Advisor at Carnegie Investment Counsel|Cleveland, Ohio, United States

Position:

Retirement Plan Advisor at Carnegie Investment Counsel

Location:

Cleveland, Ohio, United States

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Last updated: 2026-06-09
Updated: 2026-06-09

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Work Experience 24 years

Retirement Plan Advisor at Carnegie Investment Counsel

Jul 2024 - Current

Managing Director, Partner at Marcum Wealth

Mar 2014 - Apr 2023

Director at Lifetime Financial Growth

May 2012 - Mar 2014

Partner at Pension Advisors

Sep 2002 - May 2012

Wendy Eldridge started working in 2002, then the employee has changed 3 companies and 3 jobs. On average, Wendy Eldridge works for one company for 5 years 8 months.

Their professional focus is 401(k) Plans, 403(b) Plans, and 457 Plans across 3 core areas.

Wendy holds Certified Plan Fiduciary Advisor® (CPFA®) certifications and has been awarded 2022 NAPA Top DC Advisor Team, 2022 NAPA Top Women Advisor, 2021 NAPA Top DC Advisor Team, 2019 NAPA Top DC Advisor Team, 2019 NAPA Top Women Advisors, 2016 Who To Watch in Finance, and NAPA 2015 Top Women Advisors

Education

Master of Business Administration - MBA at Kent State University

Bachelor of Science in Business Administration - BSBA at Bowling Green State University

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