Our People

David L. Lyon, CLU, ChFC, LUTCF

Financial Services Professional, CornerStone Associates, LLC

Practice Description

David works with professionals and small business owners in the areas of life and disability income insurance. David also specializes in assisting large corporations in structuring their corporate benefits for life and disability income insurance.

 

Background

David started his career in financial services with MassMutual in 1988. He married Edith Foster June 23rd, 1990. David and Edith have three children and live in Mountain Brook, AL and are active members of Brookwood Baptist Church. David's hobbies include hunting, fishing, and coaching little league baseball.

Education

Samford University, B.A., Management, 1987
The American College, Chartered Life Underwriter, 1992
The American College, ChFC, 1993
The American College, LUTC Fellow, 1990
Captain, Samford University Baseball Team, 1987

Registration and Licenses

FINRA Series 6 (Investment Company Products/Variable Contracts Limited Representative)
FINRA Series 63 (Uniform Securities Agent State Law Examination)
Investment Advisor Representative of MML Investors Services, Inc.
Life/Health and Variable Insurance License
CA Insurance License number: OE91380

Industry and Professional Activities

Member, MassMutual’s Agents Association
Executive Committee Member, MassMutual Agents Association
Officer / Secretary, MassMutual Agents Association
Past-President and Member, Birmingham Association of Insurance and Financial Advisors
Member, Birmingham Estate Planning Council
Member, Society of Financial Service Professionals
Member, Planned Giving Advisory Board, Samford University
Trustee, Alabama Baptist and Children’s Homes and Family Ministries

Recognition

Life Underwriter of the Year, Birmingham Association of Life Underwriters, 2000-2001
Agent of the Year, CornerStone Associates, 1989, 1990, 2008
Life and Qualifying Member of the Million Dollar Round Table, 1990 - current
MassMutual Leaders Club Qualifier, 1990 - current
Blue Chip Council Qualifier, 2001, 2004, 2008
 

Contact Information

David L. Lyon, CLU, ChFC, LUTCF
CornerStone Associates, LLC
2 North 20th Street, Suite 1500
Birmingham, AL 35203
Tel: 205-244-8638
Fax: 205-244-1125
Email: dlyon@finsvcs.com

David L. Lyon is licensed to sell insurance in AL, AZ, CA, GA, IL, KS, MD, MN, MO, MS, NC, NV, OH, SC, TN, TX, VA and registered to offer securities in AL, FL, GA, and SC.
David Lyon CA Insurance License No. 0E91380
David L. Lyon is a registered representative of and offers securities and investment advisory services through MML Investors Services, Inc. Member SIPC. Supervisory Office: 2 North 20th Street, Suite 1500 Birmingham, AL 35216 205.244.1141.
Insurance products are offered through Massachusetts Mutual Life Insurance Company and other fine companies.
CRN200907-80192