Firm: Morgan Stanley Private Wealth Management
Years of experience: undisclosed
Lyon Polk
Financial Advisor
Lyon Polk Certifications
Managing Director, Private Wealth Advisor, Institutional Consulting Director, Portfolio Management Director.
What to know about Lyon Polk
Lyon Polk is the founder of The Polk Wealth Management Group at Morgan Stanley, a 32 person team. His areas of concentration include investment management, portfolio construction, and alternative investments. Notably, Lyon’s Team is helping develop a new Family Office model at Morgan Stanley, which serves to deliver a unique experience to clients. This model focuses on select ultra-high net worth families, helping them to manage their investment portfolios, evaluate and seek to enhance processes for their Family Offices, and provide access to certain specialized investment opportunities. Lyon has been recognized yearly from 2008 to 2022 as one of Barron’s top 25 financial advisors in the US, and in 2018, 2019, 2020, and 2021 was ranked #1 in the country. Additionally, Lyon has been named to Barron’s Advisor Hall of Fame (2019) and Barron’s Best-In-State Advisors (2020-2022).
What services does Lyon Polk?
Managing Director
personal BackgroundLyon Polk
No personal background information was disclosed.