About Alpha Beta Gamma Wealth Management
Creating Financial Strategies To Protect Your Future
Choosing a financial partner is about far more than just finances. Here at ABG Wealth Management, we take pride in the options and services we offer our clients.
Our mission is to provide sound recommendations designed for your future benefit. We strive to eliminate the guesswork often associated with wealth management planning by providing clear information and recommendations. We assist in the design and then implement a plan for your future. We then remain by your side, monitoring how the plan is working, making any necessary adjustments as life changes along the way.
We enjoy the resources of an independent national financial services firm. We base our asset allocation decisions based on research and advice from some of the world’s best analysts. We have access to investment solutions from some of the best minds in academia and business. For you, our client, we use our collective experience to put it all together.
Retirement represents a fundamental change in your life, yet most retirees don’t match that with a fundamental change in their portfolios. Our primary focus is to assist those planning for, entering into or already in retirement to make that transition smoothly.
Meet Our Team
Mr. Lyman is the CEO/CIO of Alpha Beta Gamma Wealth Management, a firm registered with the SEC, pursuant to the Investment Advisors Act of 1940. Mr. Lyman has been helping retirees and pre-retirees plan their “second life” for over 30 years. “Our Mission is Creating Financial Strategies to Protect Your Future. Our job is to help clients actualize their dreams.”
A graduate of Hiram College with honors, Mr. Lyman earned his Juris Doctor from Case Western Reserve University School of Law and was a partner in the New York law firm of Lyman & Lyman. Concurrently, Mr. Lyman also served as a District Attorney. Mr. Lyman was the founding President and CEO of the Raymond James Trust Company, President of the STI Private Capital Group, N.A. and President and CEO of Wilmington Trust FSB’s Florida operations. He served as an officer at Merrill Lynch and Lehman Brothers. Mr. Lyman was one of the earliest Partners of HighTower Advisors, LLC. Mr. Lyman holds a series 65 license and is licensed as an agent for Life, Health, Annuities and Long Term Care Insurance. Mr. Lyman is licensed as an attorney to practice law before the Courts of the State of New York and before the U.S. Federal Courts and the U.S. Courts of Appeal.
Mr. Lyman is an active member of the Palm Beach community where he has served on the boards of educational and philanthropic organizations. He resides in Palm Beach County with his wife and business partner, Joanne Robin.
Contact Curt at [email protected]
With 28 years of experience in the financial services industry, Joanne’s knowledge spans discount brokerage and retail brokerage, and culminates in the registered investment advisor firm area of expertise. Joanne works to ensure that client services flow smoothly. She is also responsible for office administration, marketing implementation, new associate onboarding and training, vendor and custodial contracts, applications and integrations, reporting and tax preparation. Joanne is committed to a high degree of professionalism. She understands the challenges of clients’ busy lifestyles. She is accessible for clients in the evenings, on weekends and when she is traveling. Prior to joining Alpha Beta Gamma Wealth Management, Joanne worked in compliance and administration for a Florida based asset management firm and prior to that, in operations for two nationally known broker/dealers. Joanne is an honors graduate from the University of South Carolina.
Contact Joanne at [email protected]
Michael D. Robinson
Director of Business Development
“Building strong client relationships and making a difference in the financial lives of our clients is what attracted me to this business. The values and services of our company allow for the achievement of my personal and professional goals along with the achievement of our clients’ goals. Providing a high level of fiduciary care to our clients is an extremely important component to any successful advisor/client relationship.”
Michael D. Robinson Director of Business Development Michael joined Alpha Beta Gamma Wealth Management from Bear Stearns, a division of J.P. Morgan. Michael worked in Private Client Services with a team in Boston, Massachusetts, and helped establish an office in Palm Beach Gardens for Bear Stearns. Prior to his career in the financial services industry, Michael was a professional golfer (PGA Pro) for eight years while working at BallenIsles Country Club in Palm Beach Gardens, Florida. Michael Robinson holds a Series 66 license and has a degree in marketing from Palm Beach State College.
Contact Michael at [email protected]
Reginald Robinson, Jr.
Reginald Robinson Jr. joins the Alpha Beta Gamma Wealth Management team with a focus on protecting and diversifying wealth using a full range of wealth management tools and insurance solutions. His responsibility is to implement principal protection investment strategies to assist the firm in the achievement of its Mission. Reggie works closely with CEO Curt Lyman in the design and implementation of sophisticated investment strategies. Reggie is a licensed Life Agent. He is Series 65 licensed as an Investment Advisor Representative. Reggie received his Bachelor of Arts degree from the University of South Florida and holds a Master’s Degree from Florida State University. Reggie is an avid enthusiast of the arts and sciences. He often performs in theater and other commercial productions nationally, and is an equity card holder in the Actors’ Equity Association. Reggie resides in Chicago, Illinois with his wife Chelsea.
Contact Reginald at [email protected]
Judith J. Reed
Judi Reed grew up in “middle America” on a large farm in Kansas where friends and neighbors helped each other. Those lessons forged her core business philosophy. Throughout her career Judi has assisted corporate and individual investors protect and improve their financial standing through her insightful analysis and careful guidance.
Judi graduated with high honors from the University of South Carolina’s Darla Moor School of Business with a bachelor’s degree in business economics and marketing.
Judi worked for the United States Department of the Treasury as a Federal Agent with high security clearances. Her specialty was Bank and Trust regulation and oversight. She was a highly recognized expert in the Office of Thrift Supervision. Judi was responsible for the promulgation of that agency’s “Handbook for Fiduciary Compliance” which served as a guide for OTS trust companies until that agency was consumed by the Office of the Comptroller of the Currency.
As a senior regulator, Judi was responsible for examining the safety and soundness of many of this country’s largest trust companies. She had the opportunity to examine the investment practices of many of the best, and worst, fiduciary trust companies charged with protecting clients’ assets and wishes. This observation has given her a keen eye for strong and cogent investment practices.
Following her career in government service, Judi continued her passion to protect people as a licensed insurance agent specializing in long term care and annuity strategies to help clients protect their retirements. Judi is a licensed Life, Health and Long-Term Care agent registered in Arizona.
Judi brings her extensive knowledge of both the investment and insurance world to Alpha Beta Gamma because of her long rapport with Curt Lyman that extends over 25 years.
“Judi’s commitment to taking a fiduciary approach to clients’ needs is in perfect alignment with the fundamental principal upon which Alpha Beta Gamma was founded. It is with the greatest confidence that I can recommend Judi to clients of the firm as being simply, the best in her field.” – Curt Lyman
Judi now lives and works in Sedona, Arizona where she is an avid volunteer, environmentalist, hiker, kayaker and gardener. Judi has one adult son who lives in Asheville, North Carolina and is an executive chef
Contact Judith at [email protected]
Raquel Bencosme joins Alpha Beta Gamma Wealth Management with a focus on providing first class service to our clients. She handles account openings and account maintenance. Raquel also manages special projects and coordinates all of our firm’s mass email communications. A licensed life agent in the state of Florida, Raquel has a Bachelor of Science degree in Business Administration Management and is experienced in the areas of management, operations, procurement and training. Raquel enjoys fitness, cooking, music and spending quality time with her family. Originally a New Jersey native, Raquel now resides in West Palm Beach with her husband, Bryan and her daughters, Melody and Janay.
Raquel is available to handle service requests from 9:00 am to 1:00 pm daily
Contact Raquel at [email protected]