Senior Financial Advisor, Vice President
CurrentAs a Senior Financial Advisor at Merrill Lynch Wealth Management, I work with individuals, families and businesses to establish, prioritize and pursue their goals. Focusing on each client's unique situation, desires, circumstance, and bucket of resources, I develop plans designed to reach their goals and minimize risk. My service model can include coordination with the client's other trusted advisors in order to address broader needs including estate planning services and tax minimization strategies. I continually strive to make a positive impact client's lives through the organization of their finances, smart decisions and the pursuit of a more secure future.The services and tools I provide clients in accordance with my Proactive Service Model can bring clarity to their financial picture and more confidence in pursuing their life goals. These include but are not limited to:• Goals-Based Wealth Management• Wealth Forecasting Analysis• Cash Flow and Net Worth Analysis• Retirement Accumulation and Income Planning Strategies• College Planning Analysis• Intergenerational Transfer of Wealth Planning• Execution of Philanthropic or Family Legacy Goals• Portfolio Management Services• Insurance Planning Review and Management of Wealth-based Risk• Business Retirement Plans• Access to banking services including Checking/Savings Accounts, Business Solutions, and Home Financing/Asset-Based Lending*** Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.**Services are through Bank of America, N.A.Phone: (417)-885-0627Email: matthew.s.lyons@ml.comWeb: www.fa.ml.com/matthew.s.lyonsNMLS# - 1470969