Rob Lyons has spent nearly 40 years in the financial services industry. A native of Canada, Rob graduated with his MBA from the prestigious Ivey Business School at Western University in London, Canada in 1980. Rob began his career with Wood Gundy Inc., Canada’s largest investment firm at the time. In 1982 he joined Shearson American Express in Sarasota, Florida. During his 26 years there, he earned numerous awards for his client services. He was an early proponent of the Financial Planning process and became a CERTIFIED FINANCIAL PLANNER™ (CFP®) designate early in his career.
Rob joined UBS Financial Services in 2008 where he continued his career as a Financial Advisor. He was a member of the UBS Director Club all seven years of his tenure at the firm. After 36 years in the industry, Rob made the decision to take his knowledge and expertise and start his own firm, Generations Wealth Planning. Rob’s focus has always been to focus on the client’s entire family and making sure that their legacy is taken care of. Rob, his wife Amy, and their four sons enjoy the beauty of Sarasota, and all believe it is important to give back to their wonderful community.