Wendy Eddy, CRPC®

Managing Director
Wendy Eddy | TSG Wealth Management

Wendy Eddy of The Eddy Investment Group has been a member of Premier Advisors since 2011, a distinction held by a select group of Financial Advisors within Wells Fargo Advisors and reflects a high level of professional achievement as measured by three or more of the following: length of service with the firm, completion of educational components, business production, and professionalism.

 

Wendy began her career on the trading floor of First Interstate Bank over 20 years ago. She spent 13 years with PaineWebber (now UBS) before joining A.G. Edwards, a firm purchased by Wells Fargo Advisors in 2009. Now she and her team have joined TSG Wealth Management for the next phase.

 

She holds a Bachelor of Science Degree in Business Management from Pepperdine University and has earned the Chartered Retirement Planning Counselor® designation from the College for Financial Planning. She was listed in 2020 as a Forbes Top Women Wealth Advisor as well as named in Working Mother’s Top Advisor List in 2018, 2019 and 2020.

 

Wendy serves on the Board of Directors for a local Long Beach charity, For The Child, which serves abused children. She enjoys golf and waterskiing. Wendy and her husband, Dave, have two sons, Wade and Wyatt, who are active in surfing and robotics.

 

CA Insurance License #0B54550. Resident state: CA

You may not know this about Wendy Eddy…

 

She obtained her private pilot’s license at 25 and when she worked as a bank teller she used to fly to work from Agua Dulce.

*The Forbes Top Women Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

 

The Working Mother’s Top Wealth Advisor Moms ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.