Founder And Senior Wealth Advisor
Capital Wise Advisory
AeroLeads people directory · profile
Dana Lyon, Awma™, Crpc™, Mba Email & Phone Number
Founder and Senior Wealth Advisor
at
Capital Wise Advisory
1 work email found
@baml.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Capital Wise Advisory
Role
Founder and Senior Wealth Advisor
Location
Greater Tampa Bay Area, United States, United States
Who is Dana Lyon, Awma™, Crpc™, Mba? Overview
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Quick answer
Dana Lyon, Awma™, Crpc™, Mba is listed as Founder and Senior Wealth Advisor at Capital Wise Advisory, based in Greater Tampa Bay Area, United States, United States. AeroLeads shows a work email signal at baml.com and a matched LinkedIn profile for Dana Lyon, Awma™, Crpc™, Mba.
Dana Lyon, Awma™, Crpc™, Mba previously worked as Founder & Senior Wealth Advisor at Capital Wise Advisory and Financial Solutions Advisor at Bank Of America Merrill Lynch. Dana Lyon, Awma™, Crpc™, Mba holds Masters, Mba from Kennesaw State University - Michael J. Coles College Of Business.
Company email context
Email format at Capital Wise Advisory
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*@baml.com
68% confidence
AeroLeads found 1 current-domain work email signal for Dana Lyon, Awma™, Crpc™, Mba. Compare company email patterns before reaching out.
Profile bio
About Dana Lyon, Awma™, Crpc™, Mba
As the Founder of Capital Wise Advisory, I am dedicated to helping pre-retirees and retirees make the most of their most valued resource, life. We are an independent, fee-only, registered investment advisory firm specializing in retirement planning and investment advisory services. Our desire is to help you worry less about finances so you can focus more on who and what brings you joy.At Capital Wise Advisory, we are wisely designing retirement plans.
Listed skills include Estate Planning.
Current workplace
Dana Lyon, Awma™, Crpc™, Mba's current company
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Capital Wise Advisory
10 roles
Dana Lyon, Awma™, Crpc™, Mba work experience
A career timeline built from the work history available for this profile.
Founder & Senior Wealth Advisor
Current
Capital Wise Advisory
May 2024 - Present
Financial Solutions Advisor
May 2011 - Nov 2023
Investment Consultant
May 2008 - Jul 2009
Investment Consultant
Dec 2006 - May 2008
Wealth Management Advisor
Mar 2005 - Dec 2006
Private Client Consultant
Aug 2002 - Mar 2005
Vice President And Branch Manager
Dec 2000 - Aug 2002
Retirement Sales Manager - Investment Specialist
Jun 1997 - Dec 2000
Personal Financial Planner
Apr 1993 - Jun 1997
2 education records
Dana Lyon, Awma™, Crpc™, Mba education
Bachelors, Finance
FAQ
Frequently asked questions about Dana Lyon, Awma™, Crpc™, Mba
Quick answers generated from the profile data available on this page.
What company does Dana Lyon, Awma™, Crpc™, Mba work for?
Dana Lyon, Awma™, Crpc™, Mba works for Capital Wise Advisory.
What is Dana Lyon, Awma™, Crpc™, Mba's role at Capital Wise Advisory?
Dana Lyon, Awma™, Crpc™, Mba is listed as Founder and Senior Wealth Advisor at Capital Wise Advisory.
What is Dana Lyon, Awma™, Crpc™, Mba's email address?
AeroLeads has found 1 work email signal at @baml.com for Dana Lyon, Awma™, Crpc™, Mba at Capital Wise Advisory.
Where is Dana Lyon, Awma™, Crpc™, Mba based?
Dana Lyon, Awma™, Crpc™, Mba is based in Greater Tampa Bay Area, United States, United States while working with Capital Wise Advisory.
What companies has Dana Lyon, Awma™, Crpc™, Mba worked for?
Dana Lyon, Awma™, Crpc™, Mba has worked for Capital Wise Advisory, Bank Of America Merrill Lynch, Td Ameritrade, Suntrust Investment Services, and Investlinc.
How can I contact Dana Lyon, Awma™, Crpc™, Mba?
You can use AeroLeads to view verified contact signals for Dana Lyon, Awma™, Crpc™, Mba at Capital Wise Advisory, including work email, phone, and LinkedIn data when available.
What schools did Dana Lyon, Awma™, Crpc™, Mba attend?
Dana Lyon, Awma™, Crpc™, Mba holds Masters, Mba from Kennesaw State University - Michael J. Coles College Of Business.
What skills is Dana Lyon, Awma™, Crpc™, Mba known for?
Dana Lyon, Awma™, Crpc™, Mba is listed with skills including Estate Planning.
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