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Biography Lyle has over 15 years experience as a financial advisor. Prior to joining the firm in March 2001, he served as Vice President and Branch Manager for Morgan Stanley in the Newport News, Virginia office for over five years. Prior to his affiliation with Morgan Stanley, Lyle was a Vice President, Investment Officer with Wheat First Securities for nearly ten years where he built his financial advisory business. He works closely with individual and corporate clients to provide an array of financial services, including managed portfolios, in depth financial planning, insurance and trust services. Lyle’s practice is a solutions-oriented approach and is dedicated to addressing the unique needs and financial objectives of each client.Lyle is a Business Law major from Pace University, New York City, New York and a graduate of the Wharton Business School Management Development Program. He holds numerous securities licenses and designations including, Series 7, 8, 31, 63, 65, CPM (Certified Portfolio Manager) and member of CIMA. Lyle's community involvement has included: Baylands Financial LLC, Director; Big Brothers Big Sisters of the Peninsula, Director, Past Vice President; United Way of the Greater Virginia Peninsula, Advisory Board; and Heritage Humane Society, Founding Director. In addition, he is actively involved with the Williamsburg Soccer Club and the Two Rivers Typhoons swim team. | 