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MassMutual financial professional.

Eli Lundyemail

Arbor Wealth

4000 Westchase Boulevard Suite 400
Raleigh, NC 27607

  • Professional Story

    As a financial services professional with MassMutual Carolinas, I walk alongside my clients as they take the bold step to pursue financial wellness. While I'm new to the financial services industry, my background is rich in customer service experience, spanning federal consulting and food service management. I hold a Bachelor of Arts from Geneva College and have been personally commended for my work ethic and work quality by past government agency supervisors.

    My journey into financial services stems from a personal mission to demystify finances, especially for my fellow LGBTQIA+ members. I aim to create a judgment-free space where individuals can comfortably learn and grow financially, regardless of their starting point.

    In my role, I'm enthusiastic about connecting with people at all stages of their financial journey, making the process of pursuing financial freedom more approachable. Outside of work, I volunteer with the Wake County Animal Center and enjoy attending local community events supporting businesses. Originally from Northern VA, I moved to Raleigh for a slower pace of life and to be closer to my younger sister, who is my best friend. I currently share my home with three beloved furbabies.

    Education

    B.A., Geneva College

    Hobbies

    Cats
    Knitting
    Crochet
    Reading
    Coffee
    Working out

    Community Involvement

    WCAC Volunteer

  • Languages:
    • English

  • Specialties:
    • Insurance Strategies
    • LGBTQ


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