2017-12-07 / Community

Erik Lundy receives honor as Leader’s Club member

Courtesy photo Courtesy photo BOCA RATON, FLORIDA - Erik Lundy, owner and Financial Advisor of Lundy Financial Services, recently attended the Summit Brokerage National Conference hosted Nov. 1-4 at the Boca Raton Resort & Club in Boca Raton, Florida. At the conference awards dinner, Lundy received the honor of Leader’s Club member and he was presented with a custom-made Spinning Globe, honoring him for achieving Leader’s Club level. The award was presented by Summit’s President & CEO Marshall Leeds. Pictured here is Lundy (left) receiving the award from Leeds. Lundy was also honored for his seven years of service as a Club Member.

More than 300 Financial Advisors and Branch Associates with Summit attended the three-day conference, which featured industry training and in-depth presentations on financial services and economic topics. This year’s pre-awards dinner VIP was Martina Navratilova, 18-time Grand Slam Champion. This year’s theme for the conference was “Advancing What’s Next,” to reflect the various changes occurring in the industry.

Lundy is based out of Bad Axe and specializes in financial and retirement planning. Lundy Financial Services is an independent firm with securities offered through Summit Brokerage Services Inc., Member FINRA, SIPC. Advisor services offered through Summit Financial Group., a Registered Investment Advisor.

For more information, stop in at 840 S. Van Dyke Road (M-53), Bad Axe, call 989-269-7427, email elundy@summitbrokerage.com or see www.lundyfinancialservices.com.

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