Laura K. Lyons
Summary
I am a detail-oriented collaborator with the ability to coordinate multiple projects and deadlines. A Certified Financial Planner practitioner since 2000, my mission is to help colleagues and clients articulate their goals and create strategies to achieve them effectively and efficiently. I seek the opportunity to utilize my analytical, communication, and organizational skills and apply over twenty-five years of industry experience in a financial services setting.
Overview
17
17
years of professional experience
Work History
TRUST SUPPORT ADMINISTRATOR
Regions Private Wealth
10.2018 - 07.2023
- Oversaw the administration of managed and custody accounts, IRAs, trusts, and estates
- Ensured adherence to fiduciary procedures and regulatory requirements
- Conducted annual administrative and compliance reviews and led investment review process
- Facilitated discretionary distribution and discretionary action request and approval processes
FINANCIAL PLANNING PRACTITIONER
Meridian Trust & Investment Company
08.2013 - 10.2017
- In-house planning resource for colleagues and financial planner for MTIC clients
- Managed investments for highly-compensated participants in retirement plans administered by MTIC
- Wrote monthly finance column featured in the Knoxville News-Sentinel (under our President & CEO's byline)
FINANCIAL PLANNING STRATEGIST
BB&T Wealth
04.2011 - 07.2013
- Marketed fee-based financial planning services to BB&T Wealth clients, prospects, and internal partners
- Developed financial plans and coordinated implementation with internal and external trusted advisors
- Provided financial planning services to BB&T senior executives
DIRECTOR OF MARKETING
The Trust Company
08.2006 - 04.2011
- Oversaw planning, design, and implementation of branding, communication, marketing, and philanthropy
- Wrote and designed marketing and educational pieces for prospects and clients
- Managed marketing budget
- In-house planning resource for colleagues and financial planner for Trust Company clients
Education
Certified Financial PlannerTM -
College For Financial Planning
Bachelor of Arts - undefined
Rhodes College
Skills
- Creative Solutions
- Client Relationship Development
- Accounts Administration
- Legal Document Interpretation
- Cultivating Productive Relationships
- Financial Strategy Management
- Regulatory Requirements Adherence
- Microsoft Office Suite
- Industry Specific Investment, Financial Planning, and Trust Accounting Software
- Special Projects
Timeline
TRUST SUPPORT ADMINISTRATOR
Regions Private Wealth
10.2018 - 07.2023
FINANCIAL PLANNING PRACTITIONER
Meridian Trust & Investment Company
08.2013 - 10.2017
FINANCIAL PLANNING STRATEGIST
BB&T Wealth
04.2011 - 07.2013
DIRECTOR OF MARKETING
The Trust Company
08.2006 - 04.2011
Certified Financial PlannerTM -
College For Financial Planning
Bachelor of Arts - undefined
Rhodes College
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<ul><li>Direct Care & Individualized Support: Developed tailored Support and Care Plans for residents, achieving a 95% satisfaction rate by fostering trust and empowering residents towards self-sufficiency</li><li>Crisis Management & Behavior Monitoring: Reduced incidents by 40% through active monitoring and de-escalation techniques, promoting a safer environment for both residents and staff</li><li>Educational Planning & Activity Participation: Organized and led workshops on life skills, rights, and empowerment, supporting young people's educational and recreational engagement</li><li>Budget Oversight & Financial Planning: Managed resident-specific budgets, including clothing and recreational needs, ensuring compliance with financial plans and accurate documentation</li><li>Supervisory Role & Team Collaboration: Actively participated in staff meetings and supervision, contributing to a cohesive and supportive team environment</li><li>Health, Safety & Compliance: Conducted regular assessments to ensure all support services met safety standards, addressing issues such as sanitation, fire safety, and access to health services</li></ul> at McVerry Trust<ul><li>Direct Care & Individualized Support: Developed tailored Support and Care Plans for residents, achieving a 95% satisfaction rate by fostering trust and empowering residents towards self-sufficiency</li><li>Crisis Management & Behavior Monitoring: Reduced incidents by 40% through active monitoring and de-escalation techniques, promoting a safer environment for both residents and staff</li><li>Educational Planning & Activity Participation: Organized and led workshops on life skills, rights, and empowerment, supporting young people's educational and recreational engagement</li><li>Budget Oversight & Financial Planning: Managed resident-specific budgets, including clothing and recreational needs, ensuring compliance with financial plans and accurate documentation</li><li>Supervisory Role & Team Collaboration: Actively participated in staff meetings and supervision, contributing to a cohesive and supportive team environment</li><li>Health, Safety & Compliance: Conducted regular assessments to ensure all support services met safety standards, addressing issues such as sanitation, fire safety, and access to health services</li></ul> at McVerry Trust