Doug Lyons, Managing Director, has more than 25 years assisting clients by carefully listening and then partnering with his clients and their other advisors to arrive at the best strategy and solution to meet each client’s unique objectives.
His industry experience includes serving as the Executive Director of a national division of Private Wealth Consultants at UBS Financial Services.
This group provided advice to clients on issues including asset allocation, investment strategy, estate and retirement planning. Mr. Lyons was also a member of Merrill Lynch’s private wealth financial planning team where he provided sophisticated planning strategies for families, corporate executives and business owners.
Mr. Lyons has demonstrated his commitment to his profession by earning the financial industry’s top two credentials: Chartered Financial Analyst (CFA®) and Certified Financial Planner™ (CFP®). He has also earned the Certified Divorce Financial Analyst™ (CDFA®), making him uniquely qualified to work with those impacted by divorce.
Mr. Lyons lives with his wife and raised his two children in the beautiful shore town of Bay Head, New Jersey for the last 25 years. He is a Councilmember in his home town for the last five years. Mr. Lyons serves as a volunteer for Ocean Medical Center’s largest fund raiser. He is a member of the Government Relations committee of the NJ Financial Planning Association that is fighting for financial literacy in NJ schools. Mr. Lyons is also a private wealth committee member of the New York Society of Securities Analysts and CFA Institute member. He serves as an adjunct professor of Fairleigh Dickinson University’s Certified Financial Planning program.
Investing involves risk including the potential loss of principal. No investment strategy including diversification can guarantee a profit or protect against loss. Past performance is no guarantee of future results.
This communication is strictly intended for individuals residing in the states of Pennsylvania, and New Jersey. No offers may be made or accepted from any resident outside the specific state(s) referenced.