Daniel Lyons
Financial Advisor and Associate Vice President - Investments/Investment Officer Wells Fargo Financial Advisors
- Role
- Financial Advisor and Associate Vice President - Investments Investment Officer at Wells Fargo Advisors
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Daniel Lyons
Daniel Lyons is a Financial Advisor and Associate Vice President – Investments / Investment Officer with Wells Fargo Advisors, where he works alongside his father, Richard Lyons, serving individuals, families, and business owners through a relationship-driven approach to wealth management. Since beginning his career in 2018, Daniel has focused on helping clients navigate complex financial decisions while building strategies designed to support families across generations. Influenced by his close family and his father’s dedication to client relationships, he believes trust, consistency, and thoughtful planning are the foundation of meaningful financial advice. Daniel’s work centers on investment planning, retirement strategy, business owner planning, and wealth transfer conversations, with an emphasis on accessibility, clear communication, and long-term partnership. Deeply connected to coastal New England, Daniel serves on the Board of Directors for the New Hampshire Boat Museum and the Portsmouth Maritime Commission. While rooted in the Northeast, he maintains relationships with clients across multiple regions whose lives and financial priorities span more than one location. Outside of the office, Daniel enjoys boating, sailing, travel, and time with family and friends — experiences that shape his thoughtful and steady approach to advising.
Experience
Financial Advisor and Associate Vice President - Investments Investment Officer
Feb 2026 — Present · Portsmouth, NH, US
Education
Brewster Academy
High School Deploma, General Studies
2010 — 2014
Marist College School of Management
Bachelor's degree, Finance, General
2014 — 2018
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.