Hannah Lyons (CFP®, CPFA)
Hannah Lyons focuses in the
following client markets or areas of practice:
- College/Education Planning
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- College/Education Planning
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
My focus is on comprehensive financial planning, both for individuals and institutions. I specialize in investment management, trust, and estate planning, tax management, and retirement planning.
Additional Information
My Quick Stats
What’s your background? Growing up in a big family of Irish descent, I have seen firsthand the effects that money can have. I grew up in Orlando, Florida, with my three sisters and parents. When I was 15, my father suffered from a stroke, leading to a large financial and emotional burden on our family. We didn’t have a plan in place for this type of event because we assumed it would never happen to us. So when I went to college, I decided to pursue finance, specifically the financial services industry, so that I could serve individuals and families to help them prepare for the unknown and ensure that they always have a plan in place.
I began working in the financial services industry as an intern for Smith Bruer Advisors during my junior year of college in 2018. Since graduating, I have worked as a financial advisor and planner serving institutional clients, families, and individuals.
What degrees and certifications do you hold? I have a B.S. in Finance from Florida State University, and I am a CERTIFIED FINANCIAL PLANNER™.
What do you do for fun? I am a huge fan of the outdoors and take any chance I can to be outside. I love to relax at the beach, go hiking or biking, or do yoga in the park. I also enjoy photography and painting.
Tell us about your family: I come from a bigger, close-knit family. I have three sisters, and I would consider them my best friends.
NAPFA Start Date
October 03, 2022
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