Rob Lyons

Background

About Rob Lyons

Rob Lyons is a 36 year veteran of the Financial Services industry. A native of Canada, Rob graduated with his MBA from the prestigious Ivey Business School at Western University in London Canada in 1980. He was an early proponent of the Financial Planning process and became a CERTIFIED FINANCIAL PLANNER™ (CFP®) designate early in his career. He also became a proud naturalized US citizen. After 36 years in the industry, Rob made the decision to take his knowledge and expertise and start his own firm, Generations Wealth Planning. Rob’s focus has always been to focus on the entire family and making sure that the legacy is taken care of. Generations Wealth Planning strives to deliver successful wealth management solutions to our clients and to help build a legacy. By drawing from our team’s expertise, we offer a fresh perspective and new insights while designing a plan to reach your lifetime financial goals. Our comprehensive approach integrates investment, financial, risk and insurance planning along with fiduciary trust services. We understand that every individual and every family has their own unique financial goals and long term objectives. We take the time to help clarify what you want your financial priorities to be. Offering comprehensive choices, Generations Wealth Planning has access to a wide range of financial products and services, designed to help our clients efficiently arrive at their long-term financial destination. We work with many families as we have over the last four decades….helping them to achieve their “multi-generational financial goals. Rob and his wife Amy and their four sons are active in the Sarasota community. Amy has been the head tennis coach at Cardinal Mooney High School for the past 9 years. Rob has also been an active coach with numerous teams, as well as a volunteer with several local charities.