Leigh Ann Lyon, Financial Advisor located in Sanford, FL

Financial Advisor
Leigh Ann Lyon

CEPA®, AAMS®
1268 Upsala Road, Sanford, FL 32771opens in a new window
Accepting New Clients
Serving clients of all asset levels
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Focus Areas

  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Military Professionals & Veterans
  • Retirement Income Strategies
  • Women Investors

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Traveling
  • Reading
  • Outdoor Enthusiast

Team Members

  • Julian Cook
    Registered Branch Associate
  • Robyn Romine
    Sr. Branch Office Administrator
  • Heather Gentry Ojeda
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(407) 322-1558

Fax

(888) 847-5889

Office Address

1268 Upsala Road
Sanford, FL 32771opens in a new window

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