Michael Lyons

Background

About Michael Lyons

Executive Profile: Financial services leadership professional recognized for developing and leading high-performing teams and employees. Collaborative business partner and strategic thinker with the ability to build effective cross-functional business relationships that are designed to assist teams and individuals in exceeding goals and expectations. Integral member of start-up teams for Wealth Management Group at TIAA and Private Client Group at Charles Schwab. Current Responsibilities: Responsible for leading a team of investment and financial planning professionals in regional offices across South Texas and Louisiana, focused on providing comprehensive retirement planning and investment advice for affluent clients. Duties include hiring, coaching, and motivating the team to achieve the goals of the unit including asset growth, managed solutions, and client satisfaction. Ensure advisors make suitable recommendations to clients by working with internal business partners and utilizing all appropriate resources, including estate planning, portfolio management, and insurance planning. Partner with advisors to review and assist in presenting solutions for complex cases. Specialties: Areas of Demonstrated Expertise: Consultative Sales Process Performance Coaching Regulatory Oversight and Compliance Multi-Unit Supervision New Business Start-Up Process and Productivity Enhancement Investment Strategy Portfolio Management Business Strategy and Execution