Amanda Lyons, CFP®

Financial Advisor,
Relationship Manager

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Biography
Education & Other Highlights
Location(s)

Amanda Lyons is a wealth management financial advisor based in Uniontown, OH.

Amanda provides comprehensive wealth management services to high-net-worth families and those nearing retirement, guiding them with expertise and empathy.

Her approach is deeply personal, rooted in her own life experiences. When Amanda was just 17, her newly widowed mother found solace through a financial advisor. Witnessing the peace of mind this brought to her family inspired Amanda to dedicate her life to offering the same support to others.

Each milestone in Amanda’s life has shaped her perspective on financial planning, making her uniquely empathetic to her clients’ needs. From the joyous moments to the challenging ones, Amanda understands the emotional weight behind financial decisions. This understanding allows her to connect deeply with her clients, offering not just financial advice but emotional support and reassurance.

Amanda joined CAPTRUST from Cornerstone Capital Advisors in 2019, bringing with her a wealth of experience and a client-centered approach. She prepares her clients with easy-to-follow strategies in investment management, tax planning, Social Security analysis, Medicare advice, and retirement income replacement planning. Having worked in the financial industry since 2008, Amanda combines her professional expertise with personal insights to help her clients face financial hurdles with confidence.

Education

  • Bachelor of Business Administration degree in finance and business economics from Ohio University

Industry Designations

  • CERTIFIED FINANCIAL PLANNER®

Memberships

  • Member, Junior Women’s Civic Club of Akron
  • Member, CAPTRUST Women’s Initiative

Awards & Recognition

  • NAPA Top DC Advisor Teams | 2022 (CAPTRUST Green)

Resources

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