Douglas J Lyons, CFP®, CFA®, CDFA®

A Plymouth State University graduate with a BS in Accounting, Doug has demonstrated his commitment to the profession by earning the financial services industry's top two credentials: the Chartered Financial Analyst® (CFA®) and CERTIFIED FINANCIAL PLANNER™ (CFP®) accreditations. He also holds the Certified Divorce Financial Analyst® (CDFA®) designation and has earned the Certificate in ESG Investing from the CFA Institute.

Doug's industry experience includes serving as Executive Director of a national division of Private Wealth Consultants at UBS Financial Services, where he advised ultra-high net worth clients on asset allocation, investment strategies, estate planning, and philanthropic solutions. He was also a member of Merrill Lynch's High Net Worth financial planning team, working closely with families, business owners, and corporate executives.

In 2010, Doug founded Douglas J Lyons Financial Group, an independent Registered Investment Advisory firm, and in 2017 merged his firm with Oceanic Capital Management LLC, another locally owned independent registered investment advisory firm. He served for several years as an adjunct professor in Fairleigh Dickinson University's CERTIFIED FINANCIAL PLANNER™ program, is a member of the Private Wealth committee at the CFA Society New York, a former member of the New Jersey Financial Planning Association, and a member and past President of the Jersey Shore Collaborative Law Group, a group dedicated to out-of-court divorce settlement.

Doug has lived in Bay Head, NJ for more than 30 years, where he and his wife raised their two children. He was President of the Bay Head Borough Council, chairing the finance and technology committees. In his spare time, he enjoys tennis and sailing at his local club, as well as surfing and playing golf.