If I asked, "What's most important to you?", how would you respond? Would you say it's your family? Finances? Legacy? Or would you want to know if you're on track to reach your goals? Knowing what's most important to you is the first step our team takes in understanding your priorities, goals, hopes and dreams.
As a client, you are what is most important to us. We strive to build long-term relationships to exceed your expectations and provide comprehensive, personalized financial solutions to your complex needs. You can count on our client care team – Robyn, Chavon and Julian – to serve you with sincerity, accuracy and professionalism, whether on the phone, in person or even on web conference.
Like many of our clients, family is what's most important to me. My husband, a news helicopter pilot, and our three daughters – our oldest is a local paramedic and youngest are twins in elementary school – all have adventurous spirits. We love to spend time together, travel, go scalloping in the Gulf, BBQ or just relax near the water. And now, with our new grandson, we're looking forward to even more exciting adventures!
My Edward Jones career began back in 1999 after serving in the U.S. Navy. The lessons I learned during my time in the military – respect, teamwork, accountability and leadership – have helped me serve my clients, colleagues and community with a passion for success and prosperity. I’m proud to say I've qualified for the Women's Conference from it's inception in 2016 through 2021. This conference was reserved for the firm's top female financial advisors. In February, I was named to the 2022 Forbes "Top Women Best-in-State Wealth Advisors" list in Florida*.
Outside of serving clients and spending time with my family, I'm passionate about giving back and helping others. I volunteer on the Crooms Academy Business Advisory Council where one of my favorite activities is teaching financial literacy to graduating seniors. I'm a past-president of the Sanford Chamber, a supporter of the Sanford Historic Trust and a long-time member of American Business Women's Association.
When you're ready to take the next step in your financial journey, please know we're here for you. If we can help you achieve what's most important, let's connect.
*Research by SHOOK® Research, LLC. data as of September 2021. Compensation provided for using, not obtaining, the rating.
Focus areas
- Charitable Giving
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Insurance & Annuities
- Intergenerational Planning
- Military Professionals & Veterans
Focus Areas
- Charitable Giving
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Insurance & Annuities
- Intergenerational Planning
- Military Professionals & Veterans
My Personal Interests
- Spending Time with Family
- Aviation
- Reading
- Snorkeling
- Traveling
Personal Interests
- Spending Time with Family
- Aviation
- Reading
- Snorkeling
- Traveling
Office Information
Office Address
1268 Upsala RoadSanford, FL 32771 opens in a new window
Phone Number
Leigh Ann Lyon at (407) 322-1558Branch Team
- Julian Cook
- Registered Branch Associate
- Chavon Struve
- Sr. Branch Office Administrator
- Robyn Romine
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 04:30PM |
Monday | 09:00AM - 04:30PM |
Tue | 09:00AM - 04:30PM |
Tuesday | 09:00AM - 04:30PM |
Wed | 09:00AM - 04:30PM |
Wednesday | 09:00AM - 04:30PM |
Thu | 09:00AM - 04:30PM |
Thursday | 09:00AM - 04:30PM |
Fri | 09:00AM - 04:00PM |
Friday | 09:00AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 04:30PM |
Monday | 09:00AM - 04:30PM |
Tue | 09:00AM - 04:30PM |
Tuesday | 09:00AM - 04:30PM |
Wed | 09:00AM - 04:30PM |
Wednesday | 09:00AM - 04:30PM |
Thu | 09:00AM - 04:30PM |
Thursday | 09:00AM - 04:30PM |
Fri | 09:00AM - 04:00PM |
Friday | 09:00AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Connect on Social
Branch Team
- Julian Cook
- Registered Branch Associate
- Chavon Struve
- Sr. Branch Office Administrator
- Robyn Romine
- Branch Office Administrator
Branch Team
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