Stephanie Lyons Email & Phone Number
Director of Operations @ Synergy Wealth Strategies
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Stephanie Lyons Location
- Nesconset, NY, US
Stephanie Lyons Work
- 2023 -now Director of Operations @
- 2022 -2023 VP of Transitions @
- 2015 -2022 Sr. Client Service Specialist @
- 2014 -2015 Retirement Plan Specialist and Chief Compliance Officer @ CJM Wealth Management
- 2006 -2014 Compliance Manager @ Transamerica Financial Solutions
Stephanie Lyons Education
- Farmingdale State University of New York
- Plainedge
Stephanie Lyons Skills
- Securities
- FINRA
- Mutual Funds
- 401k
- Retirement
- Asset Allocation
- Financial Services
- Pensions
- Investments
- Retirement Planning
- Series 63
- ERISA
- Wealth Management
- Employee Benefits
- 401(k) Retirement Savings Plans
- Customer Service
- 401K Retirement Savings Plans
- 401 Retirement Savings Plans
Stephanie Lyons Summary
- Stephanie Lyons, based in Nesconset, NY, US, is currently a Director of Operations at Synergy Wealth Strategies. Stephanie Lyons brings experience from previous roles at Coastline Wealth Management, CJM Wealth Management and Transamerica Financial Solutions. Stephanie Lyons holds a Farmingdale State University of New York. With a robust skill set that includes Securities, FINRA, Mutual Funds, 401k, Retirement and more. Stephanie Lyons has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Stephanie Lyons?
Find contact details for 700 million professionals.
Top Synergy Wealth Strategies Employees
Jeff Freund
Wealth Manager
Smithtown, NY, US
Stephanie Lyons
Director of Operations
Nesconset, NY, US
Lenore Paprocky
Business Development and Events Consultant
Centereach, NY, US
Matthew Heeter
Financial Advisor
New York, NY, US
James Verdi
President
Smithtown, NY, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co