Robert D. Lyerly Jr.

Member

  • (T) 704.338.5324
  • (F) 704.805.4713
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Overview

Robert D. Lyerly Jr. practices in the firm's Tax and Estate Planning Groups.  He advises clients on matters primarily related to taxation, estate planning, and wealth transfer. He holds a CPA license and is also a Personal Financial Specialist, a designation awarded in Personal Finance Planning by the American Institute of CPAs. He also holds an Accredited Investment Fiduciary designation.

Robert earned his A.B. Accounting degree, valedictorian, from Pfeiffer University and his M.B.A. and law degree from the University of North Carolina at Chapel Hill.

Prior to joining Nexsen Pruet he was a partner at PricewaterhouseCoopers in Charlotte and worked there for more than 20 years.

 

Education

University of North Carolina at Chapel Hill, M.B.A./J.D., 1980

Pfeiffer University, A.B. Accounting, 1976

Bar Admissions

North Carolina

Civic & Professional Memberships
  • American Institute of CPAs
  • North Carolina Association of CPAs
  • North Carolina Bar Association
  • Mecklenburg County Bar Association
  • Charlotte Estate Planning Council, Past President
Recognitions
  • Certified Public Accountant
  • Personal Financial Specialist (PFS) - awarded designation in Personal Financial Planning
  • Accredited Investment Fiduciary designation

Robert and his wife, Sandy, live just south of Charlotte in Union County in the Fairview community. They have three adult children and enjoy spending time with their children. 

Robert currently serves as a Deacon, Sunday School Teacher, Life Group Leader and Chairman of the Finance Committee at Charlotte’s First Baptist Church.  He is also involved in other charitable and community organizations in the Charlotte area.

Robert enjoys all sporting events and activities.  He participates in the shooting sports.  Robert has been involved in coaching youth baseball and basketball recreational  teams.  He also served as a coach of the Charlotte Heat, a youth travel baseball team that competed at the National Level in AAU baseball tournaments for a number of years.

Photo of Robert D. Lyerly Jr.Photo of Robert D. Lyerly Jr.