Douglas J Lyons, CFP®, CFA®, CDFA®

Douglas J Lyons, CFP®, CFA®, CDFA®

Managing Director

Mr. Lyons is a financial advisor with more than 30 years of experience helping clients reach their financial goals. He works closely with each client to understand their unique circumstances and objectives, and then develops a tailored financial plan to help them achieve their goals. Mr. Lyons has a deep understanding of the financial planning process and is able to provide comprehensive wealth management services to his clients. He is dedicated to helping his clients build a bright future and is committed to providing them with the highest level of service possible.

A Plymouth State University graduate with a BS degree in Accounting, Mr. Lyons has demonstrated his commitment to his profession by earning the financial services industry’s top two credentials: Chartered Financial Analyst® (CFA®) and Certified Financial Planner™ (CFP®) accreditations. He also holds the designation Certified Divorce Financial Analyst® (CDFA®).

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

He was an adjunct Professor at Fairleigh Dickson University’s Certified Financial Planner™ (CFP®) program for several years. He is a member of the Private Wealth committee at the CFA Society New York, and member of the New Jersey Financial Planning Association. He is also member and past President of the Jersey Shore Collaborative Law Group, a group dedicated to out-of-court divorce settlement.

In 2010, he founded Douglas J Lyons Financial Group, an independent Registered Investment Advisory firm, and later merged his firm with Ocean Capital Management LLC another locally owned independent registered investment advisory firm in 2017.

He has lived in Bay Head, NJ for the last 25 plus years with his wife and their two children. He is currently President of the Bay Head Borough Council and is chair of the finance and technology committees. In his spare time, Mr. Lyons enjoys tennis and sailing at his local club, as well as surfing and playing golf.