Julie Lyman, CFP®
Regions Covered: Brevard, DeSoto, Hardee, Highlands, Manatee, Okeechobee, Orange, Osceola, Polk, Sarasota, and Seminole Counties
Julie Lyman is the Director of Gift and Estate Planning for Brevard, DeSoto, Hardee, Highlands, Manatee, Okeechobee, Orange, Osceola, Polk, Sarasota, and Seminole Counties. Julie received her BS from the University of South Florida and is a CERTIFIED FINANCIAL PLANNER™. Prior to joining the American Cancer Society, Florida Division, Julie was a Trust Advisor at Wells Fargo Bank, The Private Bank in Sarasota, Florida and at SunTrust Bank, Private Client Services in Tampa, Florida. While at these institutions, Julie focused on Estate Planning and Administration.
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