Matthew Lyons

Following more than a decade of upper level retail management with focuses on operational finances and customer relationships, I joined the Merrill team in 2015 due to their proud heritage and unparalleled resources dedicated to helping achieve client goals.

Helping others improve themselves and reach their goals through the development of personal relationships is a core value of mine and something I have always been passionate about. I have been blessed to not only coach people but also help equip them with the tools and resources they need to achieve success. I have had the opportunity to help people of all ages and backgrounds both literally and figuratively climb mountains, save for special purchases, grow in their careers, and experience the joy that follows seeing through a well thought out and properly executed plan.

Excelling at relationships with clients and my unwavering commitment to fully understand their situations, I assist in the establishment and prioritization of personal goals by connecting all facets of their lives. While each situation is unique, goals can include retirement income level, long term care, education funding, gifting desires, tax minimization needs, wealth transfer and/or estate planning services. I then develop a customized plan in line with my client’s feelings, attitudes and beliefs utilizing an experienced team of specialists in pursuit of achieving desired goals.

I am a firm believer in addressing both sides the balance sheet. Through Bank of America, I offer access to Wealth Management Lending Officers and Relationship Managers who can draw upon an expansive array of cash management and loan solutions designed to fit seamlessly into my client’s overall plan.

The passion for helping others learn and achieve their goals combined with real world knowledge of business, a B.A. from Drury University, the power of Merrill Lynch Wealth Management and the banking resources of Bank of America allows me to be committed to providing exceptional and memorable client experiences that develop lasting relationships beyond a single generation.

*The Wealth Management Lending Officer does not offer investment advice, nor make recommendations on investment products.