Cfp® Douglas Lyons's Location
Red Bank, NJ, US
Cfp® Douglas Lyons's Work
- Managing Director @ Oceanic Capital Management LLC
- President @ Douglas J Lyons Financial Group
- Executive Director @ New York Fitness
- VP - Private Planning @ Merrill Lynch
Cfp® Douglas Lyons's Education
- Plymouth State University
BS (Accounting)
1981 - 1985 - Christian Brothers Academy, Lincroft NJ1977 - 1981
Cfp® Douglas Lyons's Skills
- Wealth Management
- Investment Strategies
- Asset Allocation
- Strategic Financial Planning
- Investment Advisory
- Estate Planning
- High Net Worth Individuals
- Asset Management
- Retirement Planning
- Retirement
Cfp® Douglas Lyons's Summary
Cfp® Douglas Lyons, based in Red Bank, NJ, US, is currently a Managing Director at Oceanic Capital Management, bringing experience from previous roles at Douglas J Lyons Financial Group, UBS Wealth Management and Merrill Lynch. Cfp® Douglas Lyons holds a 1981 - 1985 BS in Accounting @ Plymouth State University. With a robust skill set that includes Wealth Management, Investment Strategies, Asset Allocation, Strategic Financial Planning, Investment Advisory and more, Cfp® Douglas Lyons contributes valuable insights to the industry. Cfp® Douglas Lyons has 1 email and 2 mobile phone numbers on RocketReach.
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