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This helpful retirement kit includes three separate guides that address several topics you should consider when planning your retirement.
A 2017 graduate with honors from Georgia State University, Andrew Lloyd was inspired to join his family business in 2019 and help clients retire with confidence. He has passed the Series 65 securities exam and has life and health insurance licenses, and he now provides case design for Lloyd Group clients while working alongside senior advisors to put together a game plan for clients’ portfolios.
Andrew is the youngest of five children and knows the importance of being heard. “Don’t be afraid to ask questions,” Andrew says when asked to share a piece of advice he gives to clients. “It is important for you to feel heard and have an understanding of the plan.” Outside the office, he enjoys golf, fishing and family lunch on Sundays.
A 2017 graduate with honors from Georgia State University, Andrew Lloyd was inspired to join his family business in 2019 and help clients retire with confidence. He has passed the Series 65 securities exam and has life and health insurance licenses, and he now provides case design for Lloyd Group clients while working alongside senior advisors to put together a game plan for clients’ portfolios.
Andrew is the youngest of five children and knows the importance of being heard. “Don’t be afraid to ask questions,” Andrew says when asked to share a piece of advice he gives to clients. “It is important for you to feel heard and have an understanding of the plan.” Outside the office, he enjoys golf, fishing and family lunch on Sundays.
Inspired to help individuals understand the difficulties of preparing for retirement, Shaun entered the financial services industry in 2018 and joined The Lloyd Group, Inc. the next year. Shaun is a financial professional who can offer insurance products and services. He earned his bachelor’s degree in business administration in finance from the University of North Georgia. In addition to case design, Shaun’s role at the firm includes performing internal audits of trade accuracy, regularly reviewing files and accounts, and assisting with other client services.
Shaun and his wife, Michelle, are longtime residents of Buford, Georgia, where they live with their three children, Lucas, Owen and Chloe. The family also has two dogs: Lily and Loki. Shaun enjoys any time he gets to spend with his family, with his other hobbies including football and golfing.
Mark A. Lloyd, CEP®, RFC®, is the owner of The Lloyd Group, Inc. He has a staff of financial professionals and has been the featured speaker at estate planning and retirement seminars for many years. He has spent his career not only informing the community, but has attended, completed and received financial industry designations.
Mark is passionate about providing the continuous financial guidance individuals and families need to help secure their financial future. He has been developing comprehensive retirement and estate considerations for more than 25 years. His No. 1 commitment is to serve his many clients and to make sure that he will be there when their life situation changes. He is a CEP (Certified Estate Planner) and an RFC (Registered Financial Consultant). The Lloyd Group, Inc. has partnered with some of the premier firms in the estate planning and asset protection arena in the Southeast. Mark is also a registered Investment Advisor Representative for Lloyd Advisory Services.
Blake Morris, CFP®, M.B.A., has been a family friend for more than 18 years and is married to Drew’s sister, Lindy. Blake graduated from The University of Georgia with a degree in finance in 2002 and received his M.B.A. in 2005. He has been in the insurance industry for over 12 years with some of the top carriers including Liberty Mutual and St. Paul/Travelers. He has been helping clients here at The Lloyd Group, Inc since 2006. His diverse background allows him to develop a customized, personal plan for each and every client based upon their needs. Blake is happy to share his expertise in assisting clients achieve their goals, plan for tomorrow and develop strategies that allow their money to last a lifetime. He and the rest of The Lloyd Group, Inc. look forward to serving their clients, today, tomorrow and whenever life changes.
CRESTON MAXEY, B.B.A., is the newest member to The Lloyd Group team as an Investment
Advisor Representative. His bachelor’s degree in business with an accounting concentration from
the University of North Georgia rounds out the team with fresh perspective. His enthusiasm
and concern for each and every client along with his attention to detail assures personalized
service. Creston enjoys playing in his band, The Creston Maxey Band, and spending time on
the lake boating and water skiing with his beautiful wife Raleigh and his playful poodle Gracie.
Drew Jones, B.B.A., RFC®, has been with The Lloyd Group, Inc. since 2007. He is a registered Investment Advisor Representative for Lloyd Advisory Services and is married to Mark’s middle daughter, Amanda. Drew has a finance degree from the University of Georgia, and that is where his expertise lies. His financial background provides for extensive knowledge in portfolio analysis and managing risk. Drew’s main goal is to help secure an individual or family’s financial future through time-tested retirement programs or providing estate planning solutions to protect their assets. He is able to provide a variety of programs and advice that best fits his clients’ needs. Drew, and everyone at The Lloyd Group, Inc., takes pride in their commitment to serving their clients for life.
Cliff Hitt has been with the Lloyd group since 2014. He believes his previous 6 years working for SunTrust Bank were an ideal foundation for his work as an Investment Advisor Representative with Lloyd Advisory Services. Cliff received a Degree in Business from Colorado Tech. Prior experience as a sales manager in both retail and hospitality have developed the attention to detail, good listening skills, and great empathy that are appreciated by his clients. His teamwork and professionalism help him build long-term relationships with his growing client base and provides excellent customer service. Cliff’s focus is on helping his clients achieve the peace of mind that comes with knowing they have a solid retirement plan. Cliff is happily married to his lovely wife Jaime and has two wonderful children. Away from the business, he enjoys training at a local Cross-fit gym and spending time with family and friends.