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Sam Lyons Email & Phone Number
Registered Wealth Management Client Associate
at
Merrill Lynch
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Registered Wealth Management Client Associate
Location
Boston, Massachusetts, United States
Company size
Who is Sam Lyons? Overview
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Quick answer
Sam Lyons is listed as Registered Wealth Management Client Associate at Merrill Lynch, a with 34842 employees, based in Boston, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Sam Lyons.
Sam Lyons previously worked as Wealth Management Analyst at Merrill Lynch and Wealth Management Intern at Ubs. Sam Lyons holds Bachelor'S Degree, Philosophy from Boston College.
Company email context
Email format at Merrill Lynch
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Merrill Lynch
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Profile bio
About Sam Lyons
I am currently working for Merrill Lynch in the Boston office in their wealth management development program. You can reach me at samnlyons@outlook.com
Current workplace
Sam Lyons's current company
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Merrill Lynch
7 roles
Sam Lyons work experience
A career timeline built from the work history available for this profile.
Wealth Management Analyst
Wealth Management Intern
-provided assistance through research in portfolio management-created documents and supported rebalancing of portfolios with tactical asset allocation-communicated with clients to provide support and solutions
Nov 2023 - Mar 2024
Wealth Management Summer Intern
-Worked with Financial Advisors and other professionals to develop necessary skills of relationship management and technological knowledge-provided support on projects pertaining to servicing client accounts, engaging in new relationships, and providing all around excellent service
Jun 2023 - Aug 2023
Real Estate Intern
May 2022 - Aug 2022
Food Service Worker
-Served customers efficiently and effectively while nurturing a friendly and welcoming environment-Maintained an organized and clean workspace to ensure restaurant health and safety standards-Worked diligently in high-stress situations, processing both in-person and online to-go orders
Oct 2019 - Feb 2020
Retail Cashier
-Promoted from courtesy clerk to cashier due to excellent performance and consistency of work completed-Processed an average of 24 items per minute when checking customers out a time consistently ranking as one of the fastest cashiers-Created a friendly environment for customers while continuing to be efficient
May 2018 - Mar 2019
Team & coworkers
Colleagues at Merrill Lynch
Other employees you can reach at ml.com. View company contacts for 34842 employees →
PL
Paul Low
Colleague at Merrill LynchOakland, California, United States
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CB
Conrad Branson
Colleague at Merrill LynchSan Francisco Bay Area, United States
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JK
Jack Kelly, Cfp®
Colleague at Merrill LynchPittsburgh, Pennsylvania, United States
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SP
Samantha Poliquin
Colleague at Merrill LynchGreater Orlando, United States
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AA
Ann Avesato
Colleague at Merrill LynchNew City, New York, United States
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TS
Tara Schnaus
Colleague at Merrill LynchJasper, Indiana, United States
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MT
Matthew Turcotte, Cpfa™
Colleague at Merrill LynchWest Des Moines, Iowa, United States
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JA
Jim Ambrose
Colleague at Merrill LynchOmaha, Nebraska, United States
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AS
April Smith
Colleague at Merrill LynchDover, Delaware, United States
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PB
Patrice Barton Smith
Colleague at Merrill LynchAtlanta, Georgia, United States
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Paul Low
Colleague at Merrill LynchOakland, California, United States
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CB
Conrad Branson
Colleague at Merrill LynchSan Francisco Bay Area, United States
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JK
Jack Kelly, Cfp®
Colleague at Merrill LynchPittsburgh, Pennsylvania, United States
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SP
Samantha Poliquin
Colleague at Merrill LynchGreater Orlando, United States
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AA
Ann Avesato
Colleague at Merrill LynchNew City, New York, United States
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TS
Tara Schnaus
Colleague at Merrill LynchJasper, Indiana, United States
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MT
Matthew Turcotte, Cpfa™
Colleague at Merrill LynchWest Des Moines, Iowa, United States
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JA
Jim Ambrose
Colleague at Merrill LynchOmaha, Nebraska, United States
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AS
April Smith
Colleague at Merrill LynchDover, Delaware, United States
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PB
Patrice Barton Smith
Colleague at Merrill LynchAtlanta, Georgia, United States
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2 education records
Sam Lyons education
Bachelor'S Degree, Philosophy
Bachelor'S Degree, Finance, General
FAQ
Frequently asked questions about Sam Lyons
Quick answers generated from the profile data available on this page.
What company does Sam Lyons work for?
Sam Lyons works for Merrill Lynch.
What is Sam Lyons's role at Merrill Lynch?
Sam Lyons is listed as Registered Wealth Management Client Associate at Merrill Lynch.
Where is Sam Lyons based?
Sam Lyons is based in Boston, Massachusetts, United States while working with Merrill Lynch.
What companies has Sam Lyons worked for?
Sam Lyons has worked for Merrill Lynch, Ubs, Project Destined, Chipotle Mexican Grill, and Randalls Food Market.
Who are Sam Lyons's colleagues at Merrill Lynch?
Sam Lyons's colleagues at Merrill Lynch include Paul Low, Conrad Branson, Jack Kelly, Cfp®, Samantha Poliquin, and Ann Avesato.
How can I contact Sam Lyons?
You can use AeroLeads to view verified contact signals for Sam Lyons at Merrill Lynch, including work email, phone, and LinkedIn data when available.
What schools did Sam Lyons attend?
Sam Lyons holds Bachelor'S Degree, Philosophy from Boston College.
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