I have a passion for helping individuals become educated investors on the track to financial bliss. My background in teaching mathematics and financial literacy equips me with the ability to help my clients make sense of their investments.
My favorite part of my profession is developing relationships with my clients and working together to reach their personalized financial goals. Building trust with my clients leads to better outcomes, less stress and a partnership for life. Many of my investors are women professionals, young families, small business owners and pre-retirees. I use an established process to help add value to your significant financial matters.
It's important to me to give back to my community. I serve on the Diversity, Equity and Inclusion Committee with Stonewall Sports Raleigh, and I am actively involved with Raleigh LGBT Chamber of Commerce. In my free time, you'll find me enjoying live music, exploring the beauty of North Carolina or spending time with family and friends.
- LGBT Finances
- Wealth Strategies
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- Military Professionals & Veterans
- Socially Conscious Investing
My Personal Interests
- Spending Time with Family
Phone NumberColleen S Lyons at (919) 841-0892
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 05:00PM|
- Web Conferencing
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