Edward Jones - Financial Advisor: Rick Lundy

Edward Jones - Financial Advisor: Rick Lundy I live with my wife, Kristen, in North Myrtle Beach. I have two adult daughters, twin teenage stepdaughters, two cats and two dogs.

I help individuals and families simplify financial complexity, achieve their goals, and create lasting legacies through tailored strategies and personalized advice grounded in integrity, clarity, and long-term commitment. Next to family and the office, I have a lifelong passion for golf. I graduated from Tennessee Temple University with a BS in communications, and then spent over a decade with Chi

ck-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 advice to individuals and multi-generational families who desire and appreciate the value a financial professional can deliver as part of your team. As the son of a preacher, I learned early the value of hard work, which continues to shape my approach today.

When retirement is just around the corner, an unexpected event or major expense can be unsettling. The good news is you ...
06/01/2026

When retirement is just around the corner, an unexpected event or major expense can be unsettling. The good news is you don’t have to jeopardize your long-term future. The key is understanding the pros and cons of all your options.

Learn the considerations for retirees and pre-retirees to tap taxable investment accounts and retirement accounts for cash shortfalls.www.edwardjones.com/us-en

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an ac...
06/01/2026

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an accelerating AI investment and robust corporate profit growth, reinforcing the constructive case for equities. However, elevated inflation may keep rate cuts off the table and limit near-term progress in bond markets.

Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4feRSZR

Conflict-driven market swings grab attention, but they rarely change the long-term trajectory. Here’s a clear look at wh...
05/29/2026

Conflict-driven market swings grab attention, but they rarely change the long-term trajectory. Here’s a clear look at what history has shown time and again.

Staying invested despite geopolitical events can pay off in the long run.

Stay up to date with the latest developments, trends and daily insights on the market.
05/27/2026

Stay up to date with the latest developments, trends and daily insights on the market.

Stay up to date with latest developments, trends, and daily insights on the market. Get a comprehensive look at market movements, international updates, economic indicators, and our expert's analysis.

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain thei...
05/26/2026

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain their recent momentum. Senior Global Investment Strategist Angelo Kourkafas provides insights into why yields are rising, why today’s inflation backdrop differs from 2022, and what higher rates may mean for portfolios in the latest Weekly Market Wrap.

https://bit.ly/43wQHOa

This Memorial Day, we honor the men and women who laid down their lives in service to our country.
05/25/2026

This Memorial Day, we honor the men and women who laid down their lives in service to our country.

Large IPOs can come with a lot of fanfare. But in the early days of public trading, it can be difficult to separate long...
05/22/2026

Large IPOs can come with a lot of fanfare. But in the early days of public trading, it can be difficult to separate long-term fundamentals from short-term momentum.

We break down what history shows about IPO performance – and share key considerations to help investors stay grounded in the fundamentals:

Initial public offerings (IPOs) tend to attract a lot of investor interest, especially when the company is large and well-known. The excitement can be tempting, but it doesn't always lead to strong investment results. We encourage investors to look beyond the headlines and focus on whether the share...

With Kevin Warsh confirmed as Fed chair, attention is turning to what comes next. We explore what the shift could mean f...
05/20/2026

With Kevin Warsh confirmed as Fed chair, attention is turning to what comes next. We explore what the shift could mean for investors and the fixed-income landscape.

Find out what’s impacting fixed income, including bonds and cash, as well as strategies for disciplined investors to consider.www.edwardjones.com/us-en

As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment ...
05/18/2026

As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment Strategist Mona Mahajan explains why fundamentals and staying invested still matter more than seasonality in our Weekly Market Wrap.

https://bit.ly/4dQWHqZ

Edward Jones financial planning offers you a deeper view of your financial picture and allows us to tailor strategies to...
05/18/2026

Edward Jones financial planning offers you a deeper view of your financial picture and allows us to tailor strategies to best support your goals.

A comprehensive approach to managing wealth financial planning delivers a personalized experience across five areas of your financial life.www.edwardjones.com/us-en

Address

4928 Village Hill Drive
North Myrtle Beach, SC
29582

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

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