David J. Lyle, CFP®
Vice President
I help people make good financial decisions through my financial planning process to help them reach their short-, medium-, and long-term goals. My process is consultative and educational with a focus on investment, tax, and distribution planning. Whether you have an established financial plan or have never considered one, I am happy to assist anyone that is interested in improving and securing their financial future. Also, I am currently looking to grow my team within Equitable Advisors. I am seeking driven and hard working candidates that have an interested in learning more about the financial services industry.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.