Hi, my name is Colby Lyles. My wife, Emily, and I were both raised in Roanoke Rapids, NC, where we now live with our twin boys, Archie and Walker, and our rescue dog, Stella. As a family, we enjoy staying active and I especially enjoy playing golf, which I played at NC State University. Unfortunately, due to the unexpected passing of my father and stepfather, my family learned the value of having a financial advisor that provides you and your family with confidence and trust.
I want my clients to know they are understood, in control, informed and secure as I listen, care and wholeheartedly dedicate myself to helping them achieve their definition of financial success.
When working with my office there are several things you can expect throughout our lifelong partnership working together:
-You will be treated as family and always welcomed with a smile
-An easy to understand explanation of all options
-A tailored recommendation that is made and implemented with only your permission and in an independent, unbiased, and cost-effective manner
-Timely updates on market conditions and volatility
-Clear explanation of costs
-Highest level of customer service to help you stay fully informed
In addition to working with my clients, I enjoy giving back which I hope to instill into my children. I currently serve as the secondary recruiting leader for Eastern NC, was nominated for our firm's Emerging Leaders Program, and received the Spirit of Partnership award. I was also selected to participate in the Client Creation Support Program, where I was assigned to work with branch teams in Toronto, CA, with a focus on helping them develop their own strategies to build strong client relationships.
Along with my BOA, Tiffaney Crowe, we are driven to provide the highest level of personal service and eager to welcome you to our client family.
Please feel free to contact me to schedule a complimentary review. We are always happy to help at a time and location most convenient for you.
- Wealth Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Special Needs Financial Considerations
- Entrepreneurs & Business Owners
- Business Retirement Plans
My Personal Interests
- Community Outreach
- Animal Rescue
- Spending Time with Family
- Sports Enthusiast
Office Address933 Park Ave
Roanoke Rapids, NC 27870 opens in a new window
Phone NumberColby Lyles at (252) 541-2031
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