Profile

Susan Lyle is a First Vice President and Financial Advisor with Merrill Lynch Wealth Management in Napa, California. Supportive, collaborative, and insightful, she serves the financial services needs of an accomplished and diverse clientele around the country. Susan prides herself on making finance fun with a relatable and personalized approach.

Drawing on her wealth of knowledge and years of experience, she helps multiple generations of families navigate life’s transitions, both the ones you can prepare for, and those that come as a surprise. Regardless of what stage of life you find yourself in, she can look at the big picture and recommend wealth management strategies to help you with generational planning and prepare you for the impact of major milestones, triumphs, and transitions.

With a passion for finance and the markets, Susan can translate the complex principles of finance and investing into easily understood concepts that can help you feel comfortable, rather than confused. Knowing how to bring the right people to the table, she can draw on a team of experienced strategic specialists throughout Merrill and the banking services of Bank of America. She can also coordinate with your CPA and attorney to address any tax or legal updates and can identify potential gaps to your financial plan that may need her support.

Susan brings more than three decades of experience to her role at Merrill. Over the course of her career, she has held several positions with financial services firms, including Dean Witter, First Union, WMFS Financial, FB Financial Services, and Wells Fargo.

She is a former board member of Mentis, Napa’s center for mental health services. In addition to coaching youth sports when her children were young, Susan volunteers her time for various causes focused on children and senior citizens. Her hobbies include swimming, spending time with her pets, home improvement projects, and enjoying all that Napa has to offer including eating out and wine tasting.