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 under Alpha Beta Gamma Wealth Management, 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 motto is, “Creating financial strategies to protect your future.” We built this firm recognizing that our clients have only one life to live. Our job is to help them actualize their dreams. Mr. Lyman graduated from Hiram College with honors. He 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. 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 holds Series 66 and 65 licenses and is licensed by the Florida Department of Insurance for Life, Health, Variable 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 Gardens with his wife and business partner, Joanne Robin.
Contact Curt at [email protected]
Barbara M. Gilbert
EXECUTIVE DIRECTOR WEALTH MANAGEMENT AND FAMILY OFFICE
BARBARA M. GILBERT has joined Alpha Beta Gamma Wealth Management continuing her solid career in finance in the South Florida and Philadelphia regions. She joins the firm to expand and develop its Family Office capabilities and to provide her clients with the benefits that Alpha Beta Gamma Wealth Management, as an independent registered investment advisory firm can deliver to them. She is national speaker on the topics of wealth planning, wealth management, women and wealth, family offices and most recently city lead for A2V for women in Philadelphia.
In her early career, Barbara trained and managed flight attendants for Air Florida. She owned her own firm, dedicated to Capital Campaign fundraising for philanthropic organizations. Her campaigns included The Kimmel Center, The Arthur Ashe Center, Haverford School Endowment and The Episcopal Academy new campus, in Philadelphia. She finished the campaign for The Mizner Center Amphitheater in Boca Raton. She is CFRE certified.
Subsequently, Barbara was a Vice President, with the Fleet Private Bank/Bank of America, VP, Client Strategist and National Sales Manager for Wachovia/Wells Fargo Private Bank, Managing Director for Commerce Private Bank, in both Philadelphia and Palm Beach where she was responsible for the development of their respective wealth management sales and offerings. In more recent years, Barbara served as a financial advisor at Janney Montgomery Scott in Palm Beach, Florida and Philadelphia, Pennsylvania.
Barbara has achieved her Series 7, Series 66 and licensed as Life ,Health and Variable Insurance Agent.
Barbara is a member of the Women’s Leadership Board of the University of Pennsylvania Medical Center, serves as a Director of the FWCEL Board of Palm Beach, is serving for the second year as the Co Chair of the Kid Sanctuary Gala in Palm Beach. She is a past board member of the The Coral Gables Preservation and Historical Society. She is a member of the Junior League of Palm Beach.
Barbara is an accomplished tennis player, golfer and rider has been known to ply the south Florida coastal waters in search of bill fish! She is currently writing a book and loves spending free time with her family and friends.
Contact Barbara at [email protected]
“We conduct our business seriously. Our firm focuses on principal protection and retirement planning on behalf of our clients. We protect their assets as if they were our own.”
With 26 years of experience in the financial services industry, Joanne works to ensure that client operations flow smoothly. Joanne is responsible for office administration and marketing implementation. Joanne is committed to a high degree of professionalism. She understands the challenges of client’s 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 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]
“Good planning and hard work lead to prosperity, but hasty shortcuts lead to poverty.”
Hayden Dawes joins us as a successful young entrepreneur. Hayden created and grew a successful internet company called MyiBroke, which sold at a profit. Hayden has extensive IT experience and is responsible for Alpha Beta Gamma’s search engine optimization, client relationship management, and he is the liaison between the firm and the firm’s web designer. Hayden is currently pursuing a Finance degree so that he can become a Chartered Alternative Investment Analyst, he currently holds a series 65 license and is licensed by the Florida Department of Insurance for Life, Health, and Long Term Care Insurance. Hayden enjoys diving, fishing, golfing, and shooting sporting clays. He takes full advantage of what the great outdoors of South Florida has to offer. Hayden and his wife, Brittany, reside in Palm Beach Gardens, FL.
Contact Hayden 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 through insurance. His responsibility is to implement principal protection investment strategies to assist the firm in the achievement of its Mission. Reggie is a licensed Life Agent in his home state of Illinois, and is licensed as a “non-resident agent” in Florida and other states as well. He is currently studying to sit for his Series 65 examination. Reggie received his Bachelor of Arts degree from the University of South Florida and holds a Master’s Degree from Florida State University’s College of Fine Arts. Reggie is an avid enthusiast of the arts and sciences. He often performs in theater and other commercial productions nationally, and will soon be an equity card holder in the Actors’ Equity Association. Reggie resides in Chicago, Illinois with his wife Chelsea.
Contact Reginald at [email protected]
Raquel Bencosme joins Alpha Beta Gamma Wealth Management with a focus on providing first class service to our clients. Prior to joining the team, Raquel worked for local government and a Fortune 500 company in the areas of management, operations, procurement and training. She is also a licensed Life Agent in the state of Florida. Raquel is a graduate of Monmouth University with a Bachelor of Science degree in Business Administration Management. 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.
Contact Raquel at [email protected]