The Vermont Agency is excited to announce that Heather Lyon has joined The Vermont Agency as Chief Operating Officer and Chief Financial Officer. The addition of Heather to the Agency’s leadership team evidences the continued commitment to the growth of the Agency and our mission to serve our agents and their clients.
Heather has been in the Financial Services Industry for over 22 years. Her diverse background includes experience as a Branch Manager, Financial Advisor, CEO of a Broker Dealer, Head of Operations and most recently as an AVP/Senior Client Partner for a leading Insurance Carrier in Vermont. Heather’s sales, operations, relationship management and strategic business planning experience will bolster the Agency’s ability to focus on agent development and client services.
Heather holds her Life, Accident and Health licenses along with the following securities licenses: S7, General Securities, S24 General Securities Principal, S27 Financial and Operations Principal and S65/66 Investment Advisor Representative.
The Vermont Agency proudly serves its clients throughout Vermont, New Hampshire, Maine, and Upstate NY through its multi-state offices and committed professionals who work with people on retirement planning strategies, asset management, estate planning strategies, and help families plan for other things like how to pay for college.
Heather Lyon is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, 354 Mountain View Dr. Ste. 200, Colchester, VT 05446. Tel: 802-864-6819.
The Vermont Agency is independent of Equity Services, Inc.