Rick Lundy, Financial Advisor

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Insurance & Annuities
  • Retirement Savings Strategies
  • Estate & Legacy Strategies

About Rick

I work to help select individuals and families overcome complexity, live a comfortable lifestyle and create a meaningful legacy by using tailored strategies.

I graduated from Tennessee Temple University with a BS in communications, and then spent over a decade with Chick-fil-A in the corporate office in Atlanta and as a franchisee in North Myrtle Beach. Subsequently, I became the COO of Garber Grey Enterprises Private Equity Group and after ten years of being an Edward Jones client, chose to join the firm as a financial advisor in 2014. The reason I joined Edward Jones was to bring clear, straightforward financial...

Work History

  • Edward JonesFebruary 2014 to Current

Education

  • Tennessee Temple UniversityBachelor of Science

Personal Interests

  • Golfing
  • History and Museums
  • Movies & Entertainment
  • Music
  • Traveling

Team Members

  • Karen Johnson
    Branch Office Administrator
  • Maegan Kovatch
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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