Edward Jones – Financial Advisor: Breanna L. Lundy, CFP®, CEPA®, provides personalized financial services tailored to individuals, families, and business owners across varying life stages. As part of the nationally recognized Edward Jones network, Breanna Lundy offers client-focused strategies emphasizing long-term planning, financial education, and community engagement. With certifications as a Certified Financial Planner™ and Certified Exit Planning Advisor®, she specializes in guiding clients through life transitions, including retirement planning and business succession.

Breanna’s practice is rooted in understanding individual goals and building one-on-one relationships to create tailored investment strategies. Her affiliation with Edward Jones—a firm known for its face-to-face service model and community-first approach—enhances her ability to deliver trustworthy and research-backed solutions. She serves clients locally in Greenwich, NY, and remotely to meet the needs of a diverse client base.

Deeply involved in her local community, Breanna upholds a values-driven advisory experience with an emphasis on financial literacy and empowerment. With access to a robust team of specialists and extensive firm resources, she helps clients build and preserve wealth for generations.

Website: https://www.edwardjones.com/us-en/financial-advisor/breanna-lundy

Key Services:

– Retirement income and savings strategies
– Wealth management and investment planning
– Education savings planning
– Business ownership and exit planning
– Life insurance and long-term care solutions
– Estate and legacy consideration planning
– Personalized financial goal assessment
– Risk tolerance analysis and portfolio alignment