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Rich Lundahl, Financial Advisor

FINANCIAL ADVISOR
Rich Lundahl

AAMS™
22 N Safford Ave, Tarpon Springs, FL 34689opens in a new window
New Client Waitlist
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Charitable Giving
  • Business Retirement Plans
  • Insurance & Annuities
  • Retirement Savings Strategies
  • Estate & Legacy Strategies

About Rich

I joined Edward Jones in 2008 as a financial advisor in the Tarpon Springs office. From 2004 to 2008, I served as a manager and broker at Florida Home Equity in Tampa. Prior to my work in the financial industry, I was an educator from 1985 to 2004 and worked with students from elementary school through graduate school.

I am a native of St. Petersburg, FL, and earned a bachelor's degree from Florida State University in 1985, a master's degree from the University of Wyoming in 1990 and a doctorate from Indiana University in 1999. Additionally, I hold both Series 7...

Work History

  • Edward JonesJuly 2008 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Indiana Univ BloomingtonDoctorate
  • University of WyomingMaster of Arts

Personal Interests

  • Backpacking
  • Mountain Biking
  • Skiing
  • Sailing
  • Triathlons

Team Members

  • Nickie Mercier
    Sr. Branch Office Administrator
  • Kristie Laine
    Branch Office Administrator
  • Laurel Bennett
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri Closed for Holiday
Sat Closed
Sun Closed

Phone

(727) 945-8911

Fax

(877) 222-1409

Office Address

22 N Safford Ave
Tarpon Springs, FL 34689opens in a new window

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