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Will Lyle, CFP®

Will Lyle, CFP®

Financial Advisor

  • Hudson, OH
  • Ready Player One and The Matrix
  • My wife
  • Luke 18:9-14
  • Humility, integrity, and discipline

Financial Advisors

Will is a retirement plan advisor who works out of the Akron, OH office. 

With more than 10 years of experience, Will’s career has focused solely on serving institutional retirement plans and spans several disciplines within the industry. Will began his career with Merrill Lynch providing client service and administrative support for one of the top retirement plan advisory teams in the country. In 2009, Will accepted a position at CAPTRUST’s corporate headquarters in Raleigh, NC as a client management consultant. In this role, Will served as a relationship manager for 30 retirement plans including 401k, defined benefit, and non-qualified deferred comp plans. In 2011, Will joined OneAmerica Retirement Services, a nationally recognized retirement plan recordkeeper gaining extensive experience in recordkeeping, plan management, and sales. Additionally, Will developed appropriate investment lineups, negotiated pricing for recordkeeping services and provided client service for retirement plan sponsors. Will re-joined CAPTRUST in 2015 as a financial advisor responsible for providing retirement plan advisory services to corporate fiduciaries.

Outside of work, Will plays hockey with his brothers every Sunday in the Kent State Adult League. Will and his wife reside in Hudson with their three boys and lovable dog, Winston.


  • Bachelor of Science degree in financial planning from the University of Akron

Industry Designations


Awards & Recognition

  • Barron’s Top 50 Investment Consultants | 2019 (Team Wilt)

News & Resources

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