Allison Lyons, CFP®

Lead Private Wealth Advisor and SVP of Advisory Services

Allison has more than 25 years of experience in the financial advisory business. She joined Stavis & Cohen in 2010. Along with financial advising, she spent the first 15 years with the Internal Revenue Code preparing client tax returns. Allison has extensive experience in comprehensive personal financial planning, estate planning, insurance planning, and investment management. She is passionate about maintaining high quality client service and helping families make sound financial choices

She has developed content and presented seminars on topics such as Risk Management, 401(k) Fiduciary Responsibility, Estate Planning, Retirement Planning, Investment Management and Asset Allocation.

Allison is a CERTIFIED FINANCIAL PLANNER™  and holds her Series 7 and 63 Licenses, as well as her Texas Insurance License. She holds a Bachelor of Arts Degree in Psychology from Ohio University. In addition, Allison is a member of the firm's Investment Committee and Houston's Women's Energy Network (WEN). 

She resides in Houston and is married to her best friend, Greg, and feels honored and blessed to be the mother of two amazing children.