Focus: Insurance Strategies, Investment Strategies
Preparing for that next step in life isn't always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.
David L. Lyon began his career as a financial services representative with MassMutual in 1988, immediately after graduating from Samford University with a Bachelor’s degree in Business Management. He played baseball while attending Samford and was named captain his senior year.
He has built a strong financial services practice receiving top awards and recognition all throughout his 25 years with MassMutual. David has consistently qualified for Leaders Conference and Blue Chip Council and has been the recipient of the agency’s Agent of the Year Award numerous times. David contributed to MassMutual and the Agent Field Force by serving on MassMutual’s Agents Association Executive Committee for 10 years, along with serving as President in 2010 – 2011. In his career as a financial representative, he has been an active member of National Association of Insurance and Financial Advisors (NAIFA) – Birmingham, and served as President in 2000-2001.
In 1992, while passionate about the financial services business and building his practice around disability income insurance, David began coaching advisers in the agency and moved into a leadership role as Disability Specialist. After 24 successful years of serving clients and the community with his personal practice, he decided to start a new venture as the General Agent of MassMutual Alabama, a general agency of Massachusetts Mutual Life Insurance Company. David continues to grow his practice and service to his clients in addition to his new leadership role.
David and his wife have three children. Their oldest son is a student at The University of Alabama. They’re active members at their church and enjoy giving back to the community. They enjoy outdoor activities, water sports at Lake Martin, and Alabama Football Saturdays. David served as Chairman of the Board of Trustees of the Alabama Baptist Children’s Home and Family Ministries. In his personal time, he enjoys hunting, fishing and coaching baseball.
David has earned the CLU, ChFC, and LUTCF designations from the American College. He also holds the following FINRA exams: 6, 63, 7. He is a member of the Birmingham chapter of the National Association of Insurance and Financial Advisors and the Estate Planning Council of Birmingham. He was named Life Underwriter of the Year in 2000-2001 by the Birmingham Association of Life Underwriters.
Check the background of this investment professional on FINRA’s BrokerCheck
2 North 20th Street, Suite 1500
Birmingham, AL 35203