With over three decades of experience as a trust company founder and president, as an advisor, and as an attorney, Curt Lyman brings a wealth of experience to Meiyun and her emerging staff in assisting her clients with financial and retirement planning and product selection in the life insurance, health insurance, and annuity environment.
Mr. Lyman says, “I am very excited about this opportunity to help the Chinese community alongside Meiyun. Through ABG Risk, we are backed by tremendous insurance industry partners, and these relationships allow us to give MH, a small, emergent firm, the capabilities of some of the largest insurance advisors backed by some of the largest insurance companies in the world.
“We believe that our formula which always places our clients’ interests first, our commitment to finding solutions that match each client’s goals and objectives, and the depth of our partnerships, create a “win-win-win” solution for the clients of MH. If requested or desired, we can also refer market-based portfolios to Alpha Beta Gamma Wealth Management.”
A graduate of Hiram College with honors, Curt Lyman earned his Juris Doctor from Case Western Reserve University School of Law and was a partner in the New York law firm of Lyman & Lyman. Concurrently, Mr. Lyman also served as a District Attorney. Mr. Lyman was the founding President and CEO of the Raymond James Trust Company, President of the STI Private Capital Group, N.A., and President and CEO of Wilmington Trust FSB’s Florida operations. He also served as an officer at Merrill Lynch and Lehman Brothers. Mr. Lyman was one of the earliest Partners of HighTower Advisors, LLC. He now holds a Series 65 license and is licensed as an agent for life, health, annuities and long-term care insurance.
Mr. Lyman is also licensed as an attorney to practice law before the Courts of the State of New York and before the U.S. Federal Courts and the U.S. Courts of Appeal. An active member of the Palm Beach community, Curt has served on the boards of educational and philanthropic organizations.
Curt is an active pilot who often flies to visit clients. He is a member of the Experimental Aircraft Association, the Aircraft Owners and Pilots Association, and is a Command Pilot for Aerobridge and Angel Flight-Southeast.
