A complete list of active advisors currently associated with Lyons Wealth Management
Warmer can help you find a great advisor at Lyons Wealth Management or one who fits your needs even better.
Lyons Wealth Management provides discretionary investment management to individuals, associated trusts and estates, pension and profit‑sharing plans, and other legal entities. The firm offers customized portfolios and advisory services across a range of strategies — including core income, tactical allocation, options income and algorithmic overlay — and also delivers model portfolios to third‑party platforms and acts as a sub‑advisor to other registered advisers and wrap programs. The firm combines fundamental and technical security analysis with quantitative risk models and option‑based strategies, using tools such as covered calls, collars, systematic algo trading, and portfolio margin to pursue income and tactical risk management. Lyons also manages nontraditional holdings for certain clients, including private fund interests and digital assets held in custody by a third‑party trust provider, and makes its strategies available to other advisers via model marketplaces. Several features distinguish Lyons from many peers: an affiliated commodity trading business registered as a CTA, arrangements with an affiliated investment adviser that manages a small‑cap sleeve, sponsorship and sub‑advisory roles for private fund vehicles, and a principal who is a registered representative of an unaffiliated broker‑dealer that distributes a private fund held in IRAs — all of which the firm discloses and monitors for conflicts. The firm also uses performance‑based fee arrangements for qualified clients and employs derivatives and portfolio margin in separately managed accounts, practices that increase leverage and require additional client approvals and risk consideration.
To learn more about the advisors currently working at Lyons Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Lyons Wealth Management's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Winter Park, FL
| 1
| |
Winter Park, FL
| 9
| |
Bonita Springs, FL
| 20
| |
Winter Park, FL
| 32
|
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