Hannah Lyons (CFP®, CPFA)

Hannah Lyons focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

My focus is on comprehensive financial planning, both for individuals and institutions. I specialize in investment management, trust, and estate planning, tax management, and retirement planning.

Additional Information

My Quick Stats

What’s your background? Growing up in a big family of Irish descent, I have seen firsthand the effects that money can have. I grew up in Orlando, Florida, with my three sisters and parents. When I was 15, my father suffered from a stroke, leading to a large financial and emotional burden on our family. We didn’t have a plan in place for this type of event because we assumed it would never happen to us. So when I went to college, I decided to pursue finance, specifically the financial services industry, so that I could serve individuals and families to help them prepare for the unknown and ensure that they always have a plan in place.

I began working in the financial services industry as an intern for Smith Bruer Advisors during my junior year of college in 2018. Since graduating, I have worked as a financial advisor and planner serving institutional clients, families, and individuals.

What degrees and certifications do you hold? I have a B.S. in Finance from Florida State University, and I am a CERTIFIED FINANCIAL PLANNER™.

What do you do for fun? I am a huge fan of the outdoors and take any chance I can to be outside. I love to relax at the beach, go hiking or biking, or do yoga in the park. I also enjoy photography and painting.

Tell us about your family: I come from a bigger, close-knit family. I have three sisters, and I would consider them my best friends.

NAPFA Start Date

October 03, 2022

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This Office

1700 Summit Lake Dr Ste 102 Tallahassee, FL 32317-7964 Phone: (850)-877-0803