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Will Lyle, CFP®Financial Advisor

  • 222 South Main Street
    Suite 220
    Akron, OH 44308
  • 330.535.4550
  • LinkedIn

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 three brothers every Sunday and enjoys spending time with his wife and son in the Hudson area.

EDUCATION

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

INDUSTRY DESIGNATIONS

  • CERTIFIED FINANCIAL PLANNER

 

 

Personal Profile

Hometown:
Hudson, OH
Favorite Book or Movie:
Ready Player One & Game of Thrones; The Matrix
Ideal Dinner Guest:
Lebron James, William Goldman, and JJ Abrams
Words to Live By:
Luke 18:9-14
Qualities I Admire in People:
Humility, Integrity, and Determination