LYONS LEGACY LIMITED LLC
SARASOTA, FLORIDA

Generations Wealth Planning strives to deliver successful wealth management solutions to our clients that help them build a lasting legacy. By drawing from our team’s expertise, we offer a fresh perspective and new insights while designing a plan to reach your lifetime financial goals. Our comprehensive approach integrates investment, financial, risk and insurance planning along with fiduciary trust services. Together, we can achieve the greatest investment plan possible. Every individual and family has their own unique financial goals and long term objectives. We understand this, and take the time to help clarify your financial priorities. Generations Wealth Planning has access to a wide range of financial products and services, all designed to help you reach your unique long-term financial destination. OUR PHILOSOPHY We selected Raymond James for custody and clearing of client assets because of their strength, stability and reputation as one of the most highly regarded investment firms in the industry. The firm was founded in 1962 with a commitment to put people, planning and principles first, a culture which continues to guide the company today. Great Lakes & Atlantic Wealth Management, LLC partners with seasoned, successful professionals like Rob Lyons, Managing Partner of Generations Wealth Planning, who desire independence with infrastructure, experienced leadership and a brand beyond themselves. Great Lakes & Atlantic (GLA) provides operational, growth, advisory and succession resources that enable our Advisor Partners and their associates to better serve their clients. The combination of shared services and resources available through GLA will allow Generations Wealth Planning to gain access to more and better resources and services from asset management, investment research & portfolio support, marketing, operations, technology and compliance through our professional support network which is an extension of the Generations Wealth Planning team. Great Lakes & Atlantic (GLA) provides operational, growth, advisory and succession resources that enable our Advisor Partners and their associates to better serve their clients. Craig has been an investment advisor and management professional in the financial services industry for more than 25 years. He has served as a top Advisor to clients, million dollar producer, manager and product specialist with global investment firms Merrill Lynch and UBS. He was Complex Manager & Complex Director at UBS, earning Complex Director of the Year in 2010, and served on various management committees. Craig received his undergraduate degree from Augustana College where he served as Senior Class President and played on their basketball team. Wendy has been with GLA almost since inception. Wendy brings over 20 years of marketing experience working with Fortune 500 companies as well as start-up firms which were clients of her marketing firm, prior to joining Great Lakes & Atlantic focusing solely on financial advisors and their teams which was her focus over the past 8 years. Wendy was named one of Mecklenburg County’s 50 Most Influential Women and continues to be very involved in the community and working with non-profit organizations to raise money for their cause. She obtained her undergraduate degree from the University of North Carolina in Chapel Hill and her MBA from Queens University in Charlotte and is a Charlotte native. Wendy provides a marketing foundation for GLA and the Advisor Partners to include web site content, social media guidance, marketing collateral and event planning. She also plays a role in growing the GLA business through advisor communication and exposure. Eric began his career in the financial services industry right out of college in 2010 as an intern for an accounting firm and has been an analyst since 2011. He obtained his undergraduate degree from Boston College and holds his Series 7 and 66 FINRA registrations. Sebastian works with Advisors to find the best broker dealer solution for those that have securities products in addition to advisory products. Brad has over 17 years of technology experience, assisting firms with web site development, search engine optimization, e-mail configuration and network engineering. Wealth planning for life, not just retirement. A successful wealth plan will help you clarify, prioritize, and achieve your goals. We owe much of this success to the relationships we build with every interaction. Our clients are like family, and we see them through generations of success. We believe that a relationship built on trust and clarity helps meet financial milestones with ease. “By taking a holistic and highly individual approach to investment, we are creating new potentials for success at every turn.” Rob Lyons has spent nearly 40 years in the financial services industry. A native of Canada, Rob graduated with his MBA from the prestigious Ivey Business School at Western University in London Canada in 1980. Rob began his career with Wood Gundy Inc., Canada’s largest investment firm at the time. In 1982 he joined Shearson American Express in Sarasota, Florida. During his 26 years there, he earned numerous awards for his client services. He was an early proponent of the Financial Planning process and became a CERTIFIED FINANCIAL PLANNER™ (CFP®) designate early in his career. Rob joined UBS Financial Services in 2008 where he continued his career as a Financial Advisor. He has been a member of the UBS Director Club all seven full years of his tenure at the firm. After 36 years in the industry, Rob made the decision to take his knowledge and expertise and start his own firm, Generations Wealth Planning. Rob’s focus has always been to focus on the client’s entire family and making sure that their legacy is taken care of. “There is a powerful feeling in helping people achieve their financial goals…Knowing that you are a part of creating a lasting legacy is extremely fulfilling” Kelly takes pride in the strong personal relationships she builds as the client relationship manager here at Generations Wealth Planning. She plays a vital role in directing clients through difficult aspects of their wealth plan. Kelly simplifies things like cash management and tax reporting; making complex ideas easily approachable for every person she comes into contact with. Her wealth of knowledge and bright attitude are the driving force behind our day to day outreach to clients.