Amanda Klein
Office Manager and Executive Assistant at Lyons Wealth Management | Orlando, Florida, United States
Amanda Klein’s Email & Phone Number
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Office Manager and Executive Assistant at Lyons Wealth Management in November 2021 - April 2024
Health Insurance Agent at USHEALTH Advisors in December 2019 - May 2022
Bartender/Trainer at La Cima Restaurants, LLC in January 2016 - June 2020
University of Central Florida, Bachelor of Arts - BA
Founded in 2009, Lyons Wealth Management is an award winning wealth management firm with a reputation for successfully helping affluent clients reach their personal financial goals. We value our fiduciary responsibility and by incorporating a financial planning based approach to advice and guidance we can execute investment strategies specifically suited to our clients' goals and future. Our team brings over 90 years of experience to our clients needs and, in that time, we have personally witnessed not only what works , but more importantly, what doesn't. Our mission is to create investment solutions that help our clients meet their long-term goals. We take great pride in complementing our investment programs with quality service and support. Conventional buy-and-hold investment strategies can fail to keep pace with the rapid globalization of economies and financial markets. We seek innovative, forward-thinking investment strategies that address the needs of the evolving investment landscape. Accordingly, Lyons Wealth applies a proactive investment management philosophy to navigate diverse market conditions.
Discover more about Lyons Wealth ManagementPortfolio Analyst at LWM
Portfolio Analyst at Lyons Wealth Management
(January 2023 – Present)
Executive Assistant
CBRN Specialist at US Army
(March 2015 – Present)
MBA Candidate at the Crummer School of Business
Intern at Lyons Wealth Management
(June 2022 – Present)
University of Virginia
Financial Investment Consultant at TAMID Group at UVA
(September 2022 – Present)
Providing wealth management services through Lyons Wealth Management
President at Lyons Wealth Management
(May 2015 – Present)
Sales & Marketing Specialist at Lyons Wealth Management
Sales And Marketing Specialist at Lyons Wealth Management
(Mar 2025 – Present)
What is Amanda Klein email address?
Email Amanda Klein at [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected] and [email protected]. This email is the most updated Amanda Klein's email found in 2026.
What is Amanda Klein phone number?
Amanda Klein phone number is 4078026417, 5857687286, 4077324607 and 2153019453.
How to contact Amanda Klein?
To contact Amanda Klein send an email to [email protected], [email protected], [email protected], [email protected], [email protected], [email protected], [email protected] or [email protected]. If you want to call Amanda Klein try calling on 4078026417, 5857687286, 4077324607 and 2153019453.
What company does Amanda Klein work for?
Amanda Klein works for Lyons Wealth Management.
What is Amanda Klein's role at Lyons Wealth Management?
Amanda Klein is Office Manager and Executive Assistant