Alan Jardeleza is a Managing Director at Lyons Wealth Management’s Palm Beach Island’s office. His client focus is ultra high-net worth families, executives and business owners (with a concentration on doctors and attorneys) and institutions. He provides custom tailored investment strategies and advice to pursue clients’ objectives and goals. Prior to joining the firm, Alan was a Senior Portfolio Advisor in the Palm Beach Island office of Merrill Lynch for 7 years, but wanted the autonomy that Lyons Wealth Management could provide, so he made the switch in 2019.
Alan started his career in finance in 1998. His diversified career in finance has provided him with the experience to handle many challenging situations. Before joining Merrill Lynch in 2012, Alan worked as a consultant for Franklin Templeton Investments for 6 years and traded equities on the Chicago Board of Options preceding that.