Jeffrey Lyons Email & Phone Number
Managing Partner, CLU FLMI LUTCF
5 free lookup(s).
No credit card required.
Jeffrey Lyons Location
- Charlotte, NC, US
Jeffrey Lyons Work
- 2011 - now Managing Partner, CLU FLMI LUTCF @ Ballantyne Capital Management
- 2006 - now Senior partner @
Jeffrey Lyons Education
- The American College
CLU LUTCF (Insurance Financial planning Retirement)
1980 - 1984 - Washington and Jefferson College
BS (Business)
1967 - 1971
Jeffrey Lyons Skills
- Financial Planning, Business Planning, Personal Planning
- Retirement Planning
- Fixed Annuities
- Retirement
- Insurance
- Investments
- Life Insurance
- Strategic Financial Planning
- Disability Insurance
- Long-term Care
- Financial Planners
- Estate Planning
- Wealth
- Mutual Funds
- IRAs
- Sales
- Financial Analysis
- Series 6
- 401k
- Series 7
- Term Life Insurance
- Wealth Management
- Series 63
- Long Term Care Insurance
- Financial Advisory
- Financial Services
- FINRA
- Securities
- Critical Illness
- Asset Allocation
- Employee Benefits
- Alternative Investments
- Health Insurance
- Retirement Plan Consulting
- Variable Annuities
- Asset Management
- Qualified Retirement Plans
- Portfolio Management
- Underwriting
- Small Business
- Whole Life
- Pensions
- Universal Life
- Business Planning
- Relationship Management
- Mortgage Lending
- Brokers
- Accident
- Risk Management
- Finance
- Financial Planning
- Personal Planning
- Long Term Care
- Insurance Planning
Jeffrey Lyons Summary
- Jeffrey Lyons, based in Charlotte, NC, US, is currently a Managing Partner, CLU FLMI LUTCF at Ballantyne Capital Management. Jeffrey Lyons brings experience from previous roles at Lincoln Financial Group. Jeffrey Lyons holds a 1980 - 1984 CLU LUTCF in Insurance Financial planning Retirement @ The American College. With a robust skill set that includes Financial Planning, Business Planning, Personal Planning, Retirement Planning, Fixed Annuities, Retirement, Insurance and more. Jeffrey Lyons has 2 emails and 1 mobile phone numbers on RocketReach.
5 free lookup(s).
No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Jeffrey Lyons?
Find contact details for 700 million professionals.
Others Named Jeffrey Lyons
Jeffrey Lyons
Chief Operating Officer
Feasterville-Trevose, PA, US
Jeffrey Lyons
Vice President of Sales, North America
Philadelphia, PA, US
Jeffrey Lyons Jr.
VP of Sales
New Orleans, LA, US
Jeffrey Lyons
Vice President
New York, NY, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups. 
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension. 
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API. 
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co