Jeff Lyons is a dedicated Certified Financial Planner™ and First Vice President Financial Advisor at Raymond James & Associates, where he leverages his expertise in wealth management to guide clients through the complexities of financial decision-making. With a strong foundation in investments, estate planning, retirement...
Jeff Lyons is a dedicated Certified Financial Planner™ and First Vice President Financial Advisor at Raymond James & Associates, where he leverages his expertise in wealth management to guide clients through the complexities of financial decision-making. With a strong foundation in investments, estate planning, retirement strategies, and financial services, Jeff is committed to fostering long-term relationships that prioritize the financial well-being of his clients. His AAMS® (Accredited Asset Management Specialist) designation underscores his proficiency in synthesizing intricate financial concepts and applying them to real-world scenarios, ensuring that each client receives tailored advice that aligns with their unique goals.
Currently, Jeff is spearheading several key projects that focus on enhancing client education and engagement. He is actively involved in developing comprehensive financial plans that encompass not only investment strategies but also tax optimization and retirement planning. By utilizing advanced financial tools and resources, Jeff empowers his clients to make informed decisions about their wealth, whether they are navigating the complexities of estate planning or exploring options for long-term care insurance.
In addition to his technical skills, Jeff’s commitment to exceptional customer service sets him apart in the financial advisory landscape. He believes that the foundation of successful wealth management lies in understanding each client's individual needs and aspirations. This client-centric approach has allowed him to build a reputation for reliability and trustworthiness, making him a sought-after advisor for individuals looking to secure their financial futures. Through his work at Raymond James, Jeff Lyons continues to make a meaningful impact on the lives of his clients, helping them achieve financial success and peace of mind.
