Broker Check
Joe Lundry

Joe Lundry

Wealth Advisor, Officer

Address:

506 15th Street
Moline, IL  61265

Serving the Moline, IL regions and banking centers

We believe that every client, regardless of stage of life or portfolio size, should have a personal financial plan—a plan that charts the course to pursue your unique goals for today and your future. As your wealth management partner, I’ll take the time to understand your circumstances and help you find strategies that fit your needs. Together, we will chart your financial roadmap that takes care of the short-term details without losing perspective on your long-term goals.

Career Highlights & Industry Expertise

  • Financial industry professional since 2000
  • Series 7 and 66 held through LPL Financial
  • Illinois/Iowa Life, Accident and Health Insurance License

Education

• Bachelor’s degree from Coe College

Community Involvement

• Member of the Villa Montessori School Board of Directors

In my spare time, I enjoy coaching youth softball, playing basketball, golfing and bicycling. For a partnership focused on helping you pursue your financial goals while striving to exceed your expectations, contact me today. To set up an appointment or for general service and support, please contact my Wealth Sales Assistant, Hannah Patterson at (309) 623-1253 or Hannah.Patterson´╗┐´╗┐@onbinvestments.com

 

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