ERIC LYON
Senior Managing Director, Investments
Branch Owner
Eric started his career in the financial services industry in Washington, DC in 1992. After moving to South Florida, Eric spent 18 years with National Securities, which became B. Riley Wealth following an acquisition in 2022. Eric is the co-owner of the Boca Raton branch.
Eric holds the series 7, 24, 63, and 65 licenses as well as licensing in annuities and life insurance. He takes a comprehensive approach to wealth management by putting his clients first, helping them reach their goals and objectives. He works closely with local estate planning attorneys as well as his in-house accounting team, consistently focusing on strategies to preserve assets and make unbiased and tax-efficient recommendations.
Eric has been married to his wife Dawn since 1993. They have three wonderful children together – Hannah, Jennifer, and Nicholas.