Meet The Lloyd Group
For more than 25 years, we have provided sound financial advice, comprehensive planning and tailored services.
With offices throughout the Atlanta area, our network of legal, tax, investment and insurance professionals specialize in wealth development and asset preservation.
We have refined the way we deliver service to our clients over time, creating The Lloyd Group planning process with the understanding that each client has unique family and personal needs.
Meet the professionals who will help you preserve what you’ve amassed, pursue your passions and provide for your family — now and in the future.
CEP®, RFC®, Owner + Founder
Mark’s passion is to provide continuous financial guidance that individuals and families need to secure their financial future.
CFP®, M.B.A. Investment Advisor Representative
Blake shares his experience in assisting clients achieve their goals, plan for tomorrow, and develop strategies that allow their money to last a lifetime.
B.B.A, Investment Advisor Representative
Creston's enthusiasm and concern for each and every client along with his attention to detail assures personalized service.
B.B.A, RFC® Investment Advisor Representative
Drew has extensive knowledge in portfolio analysis and managing risk and is able to provide a variety of programs and advice that best fits his clients’ needs.