Carrie Wood serves as an Administrative Associate of Ellsworth Advisors. Her responsibilities include supporting the retirement plan consultants with back-office tasks that provide up-to-date investment information on clients. She serves as a liaison between clients and third-party service providers in gathering documents and implementing investment paperwork. In addition, Carrie is responsible for maintaining clients’ fiduciary files, including quarterly investment reviews, quarterly meeting minutes, annual investment policy statements and annual fee benchmarking reports.
Carrie grew up in Ohio and attended the University of Dayton, where she met her husband and earned both her bachelor’s and master’s degrees. Carrie and her family have lived in six different states, and she has always maintained an active role in volunteering and supporting the American Red Cross through blood donations.
Carrie enjoys spending time with her family and friends, playing tennis, reading, attending theater productions and baking. Carrie and her husband live in Hudson, Ohio. She is the mother of two adult sons.