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 and 66 Securities registrations along with the AAMS® designation.
I maintain a high level of community involvement in the Tampa Bay area through my church and as a volunteer with the Boy Scouts of America. I am active with the Tarpon Springs Chamber of Commerce, Rotary International and the Rotary Youth Trust Fund, where I serve on the board of directors for each.
I am married to Heather and we have four children: Christi recently completed her doctoral degree from the University of Michigan and will begin her collegiate teaching career at Southern Oregon University; Katie is a senior marketing coordinator for Paradigm Marketing and Design; Ryan is a talented triathlete, trombone musician and an active member with scouting where he recently earned his Eagle Scout; and Hannah is a gifted pianist, oboe player and lover of animals – especially our yellow lab, Cooper.
Our clients enjoy exceptional service found with Edward Jones. My passion is to help families navigate the complex strategies of growing, protecting and transferring wealth for those who aspire to a work-optional lifestyle and retirement.
- Wealth Strategies
- Charitable Giving
- Business Retirement Plans
- Insurance & Annuities
- Retirement Savings Strategies
- Estate & Legacy Strategies
My Personal Interests
- Mountain Biking
Phone NumberRich Lundahl at (727) 945-8911
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