Wendy Eddy

Wendy Eddy

  • CPWA
  • CRPC
  • Managing Director
Wendy Eddy of The Eddy Investment Group began her career on the trading floor of First Interstate Bank over 30 years ago.  She spent 13 years with PaineWebber (now UBS) before joining A.G. Edwards, a firm purchased by Wells Fargo Advisors in 2009. Wendy has been a Premier Advisor since 2011 through 2021, a distinction held by a select group of Financial Advisors within Wells Fargo Advisors. Wendy and her team have partnered with Pelorus Capital Management, a group that focuses on creative, custom financial solutions for successful executives and families.  

Wendy holds a Bachelor of Science Degree in Business Management from Pepperdine University and has earned the Certified Private Wealth Advisor® designation from the Yale School of Management, in addition to the Chartered Retirement Planning Counselor® designation from the College for Financial Planning.  She was listed in 2020 and 2021 as a Forbes Top Women Wealth Advisor and in 2021 as a Forbes Best-In-State 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 golfing and waterskiing.  Wendy and her husband, Dave, have two sons, Wade and Wyatt, who are active in surfing and robotics. 

CA Insurance License #OB54550. Resident state CA.

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You may not know this about Wendy Eddy…

She obtained her private pilot’s license at age 25 and she used to fly to work in downtown Los Angeles from Agua Dulce, CA. 

The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on either of the past two years, and professionalism.  Additional criteria, including length of service, may also be used to determine recipients.

The Forbes Best-In- State and 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 compensations 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 Mom’s 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 in not a criteria.