Curtis L. Lyman
Twenty Four Wealth
- Role
- Director at Twenty Four Wealth
- Location
- Palm Beach Gardens, FL, US
- LinkedIn followers
- 500 followers
About Curtis L. Lyman
At Twenty Four Wealth, as Director, my focus is on client representation, strategic financial planning, and investment advisory to ensure seamless financial transitions and integrations. With 20+ years of experience in asset management, I have contributed to the successful merger of Alpha Beta Gamma Wealth Management with Twenty Four Wealth, expanding our organization\'s presence in Palm Beach County, Florida. My career has been dedicated to protecting and growing clients\' wealth through fiduciary-driven practices and innovative strategies. By leveraging a deep understanding of financial planning and investment advisory, I aim to support clients in achieving their long-term financial goals while fostering growth and collaboration within our team.
Experience
Director
Jun 2025 — Present · Palm Beach County, FL, US
Successfully facilitated the sale and merger of Alpha Beta Gamma Wealth Management with Twenty Four Wealth. • Played a pivotal role in expanding Twenty Four Wealth\'s geographic footprint in Palm Beach County, Florida. • Leveraged extensive industry knowledge to ensure a smooth transition and integration process.
Education
Hiram College
Bachelor of Arts (B.A., cum laude), Sociology/Economics
1970 — 1974
Case Western Reserve University School of Law
Juris Doctor (JD), Law
1974 — 1977
Skills
- Venture Capital
- Securities
- Estate Planning
- Investment Advisory
- Management
- Finance
- Investment Advisory Services
- Etfs
- Capital Markets
- Series 7
- Personal Financial Planning
- Portfolio Management
- Mergers
- Asset Allocation
- Mutual Funds
- Risk Management
- Series 65
- High Net Worth Individuals
- Equities
- Options
- Equity Research
- Business Development
- Wealth Management
- Retirement
- Bonds
- Strategic Financial Planning
- Wealth Management Services
- Mergers & Acquisitions
- Hedging
- Private Banking
- Series 24
- Investment Strategies
- Alternative Investments
- Separately Managed Accounts
- Private Equity
- Financial Advisory
- Uniform Combined State Law
- Investments
- Retirement Planning
- Fixed Income
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