Shanda Lyons

Client Service Assistant

Shanda joined Thompson Wealth Management and Life Planning, Inc. in November of 2021. As a Client Service Assistant, she is responsible for various administrative and operational client services to support the business activities of Mr. Thompson, including but not limited to, establishing new accounts, processing the movement of funds and equities, client service requests, working with internal departments to handle procedural questions or account problems, reviewing paperwork and handling account inquiries for clients.

Bringing a background in Business Management and Marketing to the team, Shanda has a priority of excellence for every task leading her mindset. A native of the North Mobile area, she and her husband, Kirk have 3 young adult children. Always ready for the next adventure, travelling with family and friends is a favorite activity.

251.633.2485 shanda.lyons@wfafinet.com

Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AR, CA, CO, CT, DC, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MO, MS, NC, NY, OH, OK, SC, TN, TX, UT, VA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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