Susan Lyle
First Vice President, Financial Advisor
NMLS #2271451
700 Main St
Napa, CA 94559
707.254.4604
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My mission is to empower you and your family to become better informed stewards of your wealth. Every client I serve is an integral member of my professional family and I pledge to stand alongside you, align my advice and guidance with your real-world objectives, and collaborate to design strategies to help you achieve your goals.
Profile

Susan Lyle is a First Vice President and Financial Advisor with Merrill Lynch Wealth Management in Napa, California. Supportive, collaborative, and insightful, she serves the financial services needs of an accomplished and diverse clientele around the country. Susan prides herself on making finance fun with a relatable and personalized approach.

Drawing on her wealth of knowledge and years of experience, she helps multiple generations of families navigate life’s transitions, both the ones you can prepare for, and those that come as a surprise. Regardless of what stage of life you find yourself in, she can look at the big picture and recommend wealth management strategies to help you with generational planning and prepare you for the impact of major milestones, triumphs, and transitions.

With a passion for finance and the markets, Susan can translate the complex principles of finance and investing into easily understood concepts that can help you feel comfortable, rather than confused. Knowing how to bring the right people to the table, she can draw on a team of experienced strategic specialists throughout Merrill and the banking services of Bank of America. She can also coordinate with your CPA and attorney to address any tax or legal updates and can identify potential gaps to your financial plan that may need her support.

Susan brings more than three decades of experience to her role at Merrill. Over the course of her career, she has held several positions with financial services firms, including Dean Witter, First Union, WMFS Financial, FB Financial Services, and Wells Fargo.

She is a former board member of Mentis, Napa’s center for mental health services. In addition to coaching youth sports when her children were young, Susan volunteers her time for various causes focused on children and senior citizens. Her hobbies include swimming, spending time with her pets, home improvement projects, and enjoying all that Napa has to offer including eating out and wine tasting.

About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Professional Staff
Patrisia Ruiz Contreras-Vigil
Registered Wealth Management Client Associate
707.254.4688
Suzanne Diaz Perez
Wealth Management Client Associate
707.254.4621
Pauline Casenas
Officer, Wealth Management Client Associate
707.254.4683
Elizabeth Francis
Wealth Management Client Associate
707.254.4680
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Michael Dehl
Wealth Management Banking Specialist
Danielle N Jenne
Wealth Management Lending Officer
NMLS #855791
Oksana Glasser
Investment Solutions Group Portfolio Strategist
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Susan Lyle is registered to do business in AZ, CA, CO, DE, FL, ID, NV, NY, OK, OR, SC, TN, TX, WA, WV.