Nancy Lyon

Nancy Lyon is a Trust Officer who focuses on a wide range of irrevocable trusts. She has over twenty years of experience in trust administration, fiduciary tax planning, and wealth management.

Prior to joining San Pasqual Trust in 2025, Nancy handled complex trust client requests, compliance with legal statutes, and risk mitigation at Bank of America, N.A. Her previous experience also includes working as a Fiduciary Tax Officer and Estate Tax Consultant with a large national financial institution based in Charlotte, North Carolina, as well as a Senior Investment Associate with Northern Trust Bank in North Palm Beach, Florida.

She earned her Bachelor of Arts degree from Duke University and a Paralegal Certificate from the Institute for Paralegal Training, focused on Tax and Financial Planning.