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Lyndon H
CFP®, Series 63, Series 65
Naples, FL
Wealthspan Investment Management, LLC
Lyndon Harrison is a CFP® professional with 14 years of experience, currently associated with Wealthspan Investment Management, LLC in Naples, FL. His prior experience includes roles at Bison Advisors, Gulf Harbor Financial, and several other firms. Outside of financial advising, he is involved in nonprofit work promoting financial education for seniors and maintains accounting records for a local church. Wealthspan Investment Management serves individual and high-net-worth clients, as well as corporate and retirement-plan sponsors, providing comprehensive financial planning, consulting, and discretionary portfolio management through both active and passive model portfolios. The firm utilizes fundamental and technical analysis and can engage third-party sub-advisers when appropriate.
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