Gregory M. Lyon
Gregory Lyon is a Financial Advisor with over 10 years of industry experience. He holds series 7, 63 and 66 securities registrations through LPL Financial. Gregory is also licensed through the State of North Carolina for life, health, long term care, and disability insurance. He graduated from the University of Utah with a Bachelor of Science degree. As part of his career development, Gregory was directly involved with employee retirement strategies assisting them with proper portfolio allocation techniques. He also worked on institutional planning and served on the guidance team for Stanford, Harvard, UCLA and Duke.
Gregory has worked for a large national brokerage firm where he led a financial planning team responsible for developing comprehensive financial systems. This included investment management, tax planning, risk management, business analysis, and estate strategies for high net-worth and ultra-net worth clients. He also served on the firm’s Strategic Advisory Council which was responsible for the overall strategic direction and growth of the firm.
Partnering with Householder Group Estate and Retirement Specialists to better meet the needs of his clients, Gregory has a team of specialists under his direction. As a Registered Investment Advisory firm, Householder Group Estate and Retirement Specialists focuses on developing and implementing retirement and estate plans for private clients. The firm incorporates advanced tax planning techniques with the goal of minimizing estate and income taxes, and utilizes sophisticated investment management strategies in order to maximize capital preservation and multi-generational wealth management.
In addition to his professional achievements, Gregory serves as Scout Master with the Boy Scouts of America. He is also involved with numerous church activities and various volunteer and service projects. Gregory lives in Cary, NC with his family and enjoys mountain biking, snowboarding, surfing, tennis, and traveling.
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3100 Smoketree Court, Suite 1002
Raleigh, NC 27604