Robert Lyles

Robert Lyles

Financial Advisor

Robert began his career with Williams-Cleaveland Financial in August, 2016 as a Financial Advisor.

Prior to joining Williams-Cleaveland Financial, Robert was a branch advisor for PNC Investments. He also was employed at Fidelity Investments and Metlife Resources.   Robert has approximately seven years’ experience in the Financial Services Industry and possesses Series 6,7,63 66 licenses and is a  Registered Representative of SA Stone Wealth Management Inc. Member FINRA and SIPC and an Investment Advisor Representative of SA Stone Investment Advisors Inc.

Robert is passionate about helping his clients understand the importance of having a financial plan. He believes that by creating a financial plan, it helps every client see the big picture and aides them in setting short and long-term goals. Furthermore, he believes for clients that have a financial plan, it makes it easier for them to make financial decisions and stay on track to meet their stated goals.

Phone 7246526605
Fax 8662074610