Megan Lyons
Financial Planner at Foster & Motley
- Role
- Financial Planner at Foster & Motley, Inc
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Megan Lyons
Contact Me:m••••@fosterandmotley.com
Experience
Financial Planner
Jan 2024 — Present · Cincinnati, OH, US
As a financial planner at Foster & Motley, my mission is to understand the life our clients envision and help them create it through wealth management. Alongside my team and with a well-honed formula of financial planning and investment management, we create a plan to meet their financial needs now while ensuring they’re able to provide for their future.Our clients’ interest always comes first. Because we are fee-only and 100% employee-owned, our business is structured around that very principle. In turn, we’re empowered to take a team approach to each of our clients. That gives them access to Foster & Motley’s extensive team of highly qualified financial experts — for a true wealth management partnership.
Education
University of Cincinnati
Bachelor of Arts (B.A.) - With Honor, International Affairs
2009 — 2013
Skills
- Research
- Public Relations
- Editing
- Oracle Applications
- Contract Management
- Contract Negotiation
- Windchill 9.1
- Government Contract Management
- Bid Pricing
- Data Analysis
- Social Media
- Event Planning
- Non-Profits
- Adobe Creative Suite
- Fundraising
- Photoshop
- International Relations
- Powerpoint
- Spss
- Microsoft Excel
- Public Speaking
- Microsoft Office
- Customer Service
- Community Outreach
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