I had lunch with a friend of mine, Ed Lombard, who is a financial consultant with Agility Wealth Management, part of the Raymond James organization. I know Ed through Rotary. He currently serves as Assistant Governor for the Jacksonville Rotary District. What I like about Ed is his sincere feelings, not only for people in our community, but also for his clients. Ed spends a lot of time involved with Rotary projects throughout the community and he supports kids, such as his work with Providence School. But he also looks after the people who trust him with their assets. He helps individuals and families whether they are just starting out or if they are preparing for retirement. He doesn’t prequalify them by the size of their wealth but by what goals they have and how he can help them achieve their dreams. With his 20 years in the financial industry, he has seen a lot “quick buck” gimmicks. So he is very careful to protect his client’s money like it were his own. Knowing Ed like I do, you can’t help but think he is going to do the best for his clients and the people in our town. He can be reached at (904) 955-9998 or lombarded97@gmail.com. Ed is on the left in this “Lunch with Les” photo.
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