Hillary Lyon

Relationship Manager

My goal is to ensure our clients feel cared for. Their peace of mind is most important in my role. I take things like retirement and investment management off their to-do list so they can spend time and energy on other things, like self, family, and community.

Hillary joined the Twelve Points Wealth Management team in June of 2024 as a Relationship Manager. With five years in the banking/finance industry and over a decade in client service, Hillary brings care and attention to everyone she works with. She works with clients’ daily needs and supports the internal team with projects and initiatives.

A life-long learner, Hillary is currently working on her CTFA (Certified Trust and Financial Advisor) certification in pursuit of deeper knowledge and expertise.

Within the office, you’ll find Hillary listening to various genres of music while working, organizing team gatherings such as kayaking adventures on the Sudbury River, and asking her team plenty of questions! When not working, Hillary will find any excuse to be outside in nature.”

Latest Posts

Connect With Hillary Lyon

Get Insights & Info to Improve Your Personal Finances

Sign up to receive our newsletter, The Eagle Eye, each month in your inbox. You’ll find updates, market insights, and other important information for protecting & growing your personal finances.