Lyons Wealth Management
Founded in 2009, Lyons Wealth Management is an award winning wealth management firm with a reputation for successfully helping affluent clients reach their personal financial goals. We value our fiduciary responsibility and by incorporating a financial planning based approach to advice and guidance we can execute investment strategies specifically suited to our clients' goals and future. Our team brings over 90 years of experience to our clients needs and, in that time, we have personally witnessed not only what works, but more importantly, what doesn't. Our mission is to create investment solutions that help our clients meet their long-term goals. We take great pride in complementing our investment programs with quality service and support. Conventional buy-and-hold investment strategies can fail to keep pace with the rapid globalization of economies and financial markets. We seek innovative, forward-thinking investment strategies that address the needs of the evolving investment landscape. Accordingly, Lyons Wealth applies a proactive investment management philosophy to navigate diverse market conditions.
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Verified contacts
10
available on Kipplo
LinkedIn employees
10
11 to 50 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
4
tools in use
Monthly traffic
4.3K
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- AJ
Alan Jardeleza
Managing Director Pm Wealth Manager · Other
EmailPhone - AJ
Austin Jack
Junior Portfolio Specialist · Other
EmailPhone - CR
Corey Roun
- - · Other
EmailPhone - LG
Luke Gregg
Junior Analyst · Finance & Accounting
EmailPhone - MB
Michele Brauman
Donor Relations Specialist · Human Resources
EmailPhone - RS
Ryan Sgroi
Sales and Marketing Specialist · Sales & Business Development
EmailPhone - BL
Bobby Lyons
President · General Business & Management
EmailPhone
Showing 7 of 10 verified contacts
Top roles at Lyons Wealth Management
9 distinct titles indexed · top 9 shown.
- 2junior analyst
- 1- -
- 1donor relations specialist
- 1junior portfolio specialist
- 1managing director pm wealth manager
- 1managing director wholesaler
- 1president
- 1sales and marketing specialist
- 1wealth management intern
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