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Address:

2815 Wilmington Rd Ste 1
New Castle, PA 16105

Phone:

724-652-6605

Fax/Other:

866-207-4610

Simonae Lyles

Simonae Lyles

Financial Advisor

Simonae Lyles is the Financial Advisor and co-owner of Williams-Cleaveland Financial where she partners with her husband, Robert, to provide a holistic approach to financial planning and servicing for individuals, families, and businesses.   She believes there is no cookie cutter financial plan for every individual, family, or business.  She believes that every individual, family, and business is unique; therefore, a personalized approach and plan is essential when matching clients with the right financial solution.

Simonae holds her Series 7, Series 66, Pennsylvania Life Insurance License, and is a Registered Representative of SA Stone Wealth Management Inc. Member FINRA and SIPC and an Investment Advisor Representative for SA Stone Investment Advisors Inc.  Simonae attended Westminster College where she obtained her Bachelor of Science in Accounting.   She began her career in banking with Huntington National Bank, then Sky Bank.  She enjoyed building relationships with her clients and eventually transitioned into the investing industry with the same banking institution and clients continuing to build her relationships.  Simonae eventually decided to advance her career and accepted the position as a Financial Advisor for MetLife Resources with responsibility of servicing 19 school district retirement plans.  As her experience and family grew, Simonae decided she wanted to continue helping clients reach their financial goals with planning and investing; however, she wanted to be more personalized and have more control.  Simonae started Williams-Cleaveland Financial in 2013.  Williams-Cleaveland Financial is a sister company of Williams-Cleaveland Company, a reputable long standing insurance agency.  Simonae is the General Manager for Williams-Cleaveland Company.  Together the companies offer their clients full service with insurance, investing, and financial planning.

Simonae is very active in her community where she serves as an officer on the YMCA Board of Directors and a Minister in her local church, Prevailing Word World Outreach Center.  She is also a proud member of the Financial Planning Association.

Simonae loves her family and has 6 children with her husband, Robert.

Phone 7246526605
Fax 8662074610
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck