Lloyd is Chief Investment Officer and Integrator for Invst, working extensively with advisors and staff to help them deliver the latest technology, investment insight and world-class experience to our clients. In addition, Lloyd works directly with clients for consulting, financial planning, and strategy. Lloyd is series 65 registered and a Certified Exit Planner. He's also an accomplished business owner, consultant, marketer and investor. He has written several booklets and articles on the topic of investing, business, finance, and marketing. He has received several executive education certificates from UCLA, Indiana University and others, and has served on a handful of company boards. He completed his Master's Degree at Butler University, and his Bachelor of Science in Marketing at the University of Alabama at Birmingham.