Jeff Lyons,

CFP® Professional, CPFATM, AAMS® Associate Vice President, Investments

Jeff began his career with Morgan Keegan in 2010 which was shortly thereafter acquired by Raymond James. Growing up with a dad as a financial advisor, he feels as though he has been doing this his whole life. Although there are many areas of wealth management, Jeff’s main areas of focus are private clients, investment management, retirement planning for individuals and businesses, life insurance, education planning, and estate planning.

In July of 2016, Jeff successfully completed the Certified Financial Planner program and is now a registered CFP®. This designation along with the AAMS (Accredited Asset Management Specialist), and WMS (Wealth Management Specialist) have equipped Jeff with a great depth of knowledge to serve his clients encompassing investments, insurance, tax, retirement, and estate planning issues. In May of 2018, Jeff was named to Raymond James “40 Under 40”. Again in 2019, Jeff was selected for this prestigious “40 Under 40”recognition.

Jeff graduated from Louisiana State University in Shreveport May of 2010 with a Bachelor’s Degree in Business Marketing. His passion is serving the Lord and he is actively involved in doing so at Northpoint Community Church, Highland Community Church and Kairos Prison ministry for the David Wade Correctional Center. He loves teaching God’s Word and helping people through all walks of life. Jeff teaches a biblical financial course at Shreveport Community Church and loves to help people better understand the complicated financial world we live in. He enjoys spending his free time with his family and friends, cooking, and playing golf. Jeff has happily married to the love of his life, Christiana, since November 2017. In January 2020, they welcomed their daughter, Addison Blake Lyons, into the world.

The Raymond James 40 under 40 conference honors the top 40 advisors under age 40 from Raymond James & Associates and Alex. Brown based on a point system. Points are obtained through production, assets under management, net new assets and credentials. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

 

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