Lloyd, an Accredited Investment Fiduciary, has more than 6 years of experience in the financial services industry. Lloyd began his career as a paralegal and then moved on to Norstar Bank and Trust Company where he managed the pension administration department through several bank mergers to assist clients with the successful operation of their retirement plans.
He is committed to providing wealth management strategies that are custom tailored to address his client’s important financial goals by offering financial advice to individuals, families, businesses, and non-profit organizations.
Lloyd works with a team of highly skilled individuals at Community Investment Services to provide financial services that include:
- Retirement Planning
- Estate Planning
- College Funding
- Investment Planning
- Insurance Services
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit