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Will Lyle

Vice President, Wealth Planner

Will Lyle, CFP®, is currently the Vice President and Wealth Planner at Fidelity Investments, where they assist clients in navigating retirement planning and achieving financial objectives through tailored financial strategies. Will earned a Bachelor of Science degree in Financial Planning from the University of Akron and has held various roles in the financial services industry, including positions at OneAmerica, Merrill Lynch, and CAPTRUST. With experience as an Investment Consultant and Financial Advisor, Will brings a diverse background in client management and financial planning to their current role.

Location

Cleveland, United States

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