LYONS LEGACY LIMITED LLC
SARASOTA, FLORIDA

LYONS LEGACY LIMITED LLC, operating as Generations Wealth Planning, is a wealth management firm dedicated to delivering successful solutions that help clients build lasting legacies. Established in Sarasota, Florida, the company was officially incorporated on September 23, 2016, with its status as 'REINSTATED' noted on October 13, 2023. The headquarters are located at 1819 Main Street, Sarasota, FL, and can be contacted at (941) 316-0282. The firm offers a comprehensive approach to wealth management by integrating investment advisory services with financial, risk, insurance planning, and fiduciary trust services. It emphasizes personalized service to align with the unique financial priorities of each individual client and family unit. Generations Wealth Planning has selected Raymond James for custody and clearing of client assets due to their industry reputation for strength, stability, and commitment to ethical principles. Partnership with Great Lakes & Atlantic Wealth Management enables advisors such as Rob Lyons, Managing Partner, to access a wide array of resources including marketing, technological support, and strategic advice. This collaboration empowers the advisory team by providing enhanced operational capabilities beyond individual efforts. The leadership team includes Robert E. Lyons, Manager, Amy E. Lyons, Secretary, and Kevin Lyons as a part, with Rob Lyons boasting nearly four decades of experience in financial services. His expertise is grounded in his academic background from Western University's Ivey Business School and a long-standing career that commenced at Wood Gundy Inc., moving through notable firms such as Shearson American Express and UBS Financial Services. With a philosophy anchored on trust, the firm strives to achieve financial milestones seamlessly for its clients. Generations Wealth Planning can be explored further at generationswealthplanning.com.