FOUNDER

As Founder of WFG, Lyle oversees the strategy and growth of the team. As an LPL Investment Advisor Representative, he works closely with individuals and corporate clients to provide a wide array of financial services. He uses a strategy-based approach and is dedicated to addressing the unique needs and financial objectives of each client.

With more than 39 years in the financial services industry, Lyle formed Williamsburg Financial Group in March 2007. Prior to forming WFG, he was Partner/Managing Director of a regional investment management firm serving the Hampton Roads area and Vice President/Branch Manager for Morgan Stanley in Newport News. He built his financial advisory business starting at Wheat First Securities as a Vice President, Investment Officer for over ten years.

Lyle is a Business Law major from Pace University in New York and is a graduate of the Wharton Business School management development program. Lyle is a General Securities Principal, a Supervisory Principal, and a Registered Options Principal with LPL Financial. He holds numerous securities registrations with LPL Financial including Series 4, 7, 24, 63, 65, and Life & Health Insurance designations.

As a resident of the Williamsburg area for over 35 years, Lyle has been actively involved in the community. He has served on numerous boards over the past several years which have included: Big Brothers Big Sisters of the Peninsula, Director, Past Vice President; United Way of the Greater Virginia Peninsula, Advisory Board; Heritage Humane Society, Founding Director; and past Board Chairman for the Colonial Chapter of the American Red Cross. He is currently serving on the Board of the Arc of Greater Williamsburg.

Lyle and his wife, Linda, live in Williamsburg with their dalmatian Millie (see Bio) and are back and forth to Arlington, VA and Charlotte, NC to see their baby granddaughters. They welcome home visits from all three of their children, including their youngest, who lives in New York City as an architect.