Lyric Martin, CFP®

Financial Planner

Lyric joined the firm in July 2000 to focus on providing our clients financial planning services. She is a graduate of the University of North Carolina at Chapel Hill with a B.S. in Business Administration and a concentration in Accounting. She received her MBA from Queens University in Charlotte. Prior to joining the firm, Lyric had a 15 year career with Bank of America and its predecessors. At Bank of America, Lyric served as a Vice President and Trust Officer in the Private Wealth Management group, after several years in the Audit Division. Lyric is married to Mitch; they have two adult children, Jake and Rachel. Lyric is a member of Calvary Church, where she serves in Children’s Ministry, and the Financial Planning Association of Charlotte. In her free time you may find her at the Harris YMCA or enjoying the lake or beach with her family and friends.

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