I became a financial advisor because I have a passion for helping individuals become educated investors. My background in teaching math and financial literacy equips me with the ability to help my clients make sense of the seemingly complicated investment world.
My favorite part 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, small business owners and couples preparing for retirement. 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, and volunteer my time with the LGBT Center of Raleigh. When I'm not serving my clients, you'll find me networking, chasing my preschooler or spending time with family and friends.
- College Savings
- Retirement Income Strategies
- Retirement Savings Strategies
- LGBT Finances
- New Investors
- Wealth Strategies
My Personal Interests
- Wine Collecting/Enthusiast
Office Address10224 Durant Road Suite 103
Raleigh, NC 27614
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
Connect on Social
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More