Daniel A. Lyons

Daniel Lyons is a Financial Advisor and Associate Vice President – Investment Officer with Wells Fargo Advisors, working alongside his father, Richard Lyons, to serve individuals, families, and business owners through a relationship-driven approach to wealth management. He is passionate about helping clients navigate complex financial decisions while building strategies designed to support families across generations.

Daniel began his career in financial services in 2018 after graduating from Marist College with a degree in Finance. He has furthered his professional education through studies at the NYU School of Professional Studies and holds the Series 7, 66 registrations, Life, Health and Long-Term Care insurance licenses. Influenced by his close family and his father's dedication to client relationships, Daniel believes trust, consistency, and thoughtful planning are the foundation of meaningful financial advice. He takes pride in understanding each client's values, goals, and family dynamics to deliver personalized guidance that evolves over time.

His work focuses on investment planning, retirement strategy, business owner planning, and wealth transfer conversations, with an emphasis on accessibility, clear communication, and long-term collaboration.

Deeply connected to the coastal New England community, Daniel serves on the Board of Directors for the New Hampshire Boat Museum and the Portsmouth Maritime Commission. He is passionate about boating, sailing, and the maritime traditions that shape the region.

While rooted in New England, Daniel maintains relationships with clients across multiple regions and serves families whose lives and financial priorities span more than one location.

Outside of the office, Daniel values time with family and friends, along with opportunities for travel, exploration, and time on the water, experiences that influence his thoughtful and steady approach to wealth planning.