Maurice Lyle

As a Financial Advisor at Merrill Lynch Wealth Management in the Park Avenue Office of New York City, I primarily work with a select group of successful professionals, corporate executives, and business owners who are family oriented, aspire to a work-optional lifestyle, and desire to leave a significant legacy. We have developed and refined a process that pulls all the pieces of the puzzle together for clients called the personal wealth analysis process. This process allows clients to easily define and prioritize their goals. Once the goals are defined, I work with my clients to build personalized plans to navigate their financial journey. I hold the Series 7 and Series 66 FINRA Registrations, and Life licenses. I also hold the Accredited Wealth Management Advisor℠ and the Chartered Retirement Planning Counselor℠ designations. Philanthropy and community is an important part of my life. I volunteer my time, energy, and resources to several community based charitable organizations that are important to me. In my spare time I enjoy music, theatre, travelling, golf, reading, long drives, and spending quality time with my family.