Lloyd first came to Ashford Advisors in 2015 as a client, along with his wife, Catherine. During that time of uncertainty in Lloyd’s life, he found an advisor who listened deeply, helped him articulate a vision for his most fulfilling life, and empowered him to live more confidently.
That client experience led Lloyd to join the firm four years later as an associate. In his work with his own clients, Lloyd helps them obtain the same feeling of empowerment and confidence that he experienced with his advisor.
Lloyd brings with him rich experience to his task; as a long-time writer, he delights in finding new words and images to make financial concepts come alive for clients. As a graduate of the Journey Partners program in spiritual direction and congregational formation, Lloyd focuses on providing space for the soul to emerge and give voice to its yearnings. In these ways, he ensures that the financial goals and strategies he develops with his clients are never arbitrary but are tied to his clients’ own values and vision.
Serving many clergy and nonprofit leaders and their families, among other professions, Lloyd is passionate about empowering those who empower others, and helping them claim their own most pleasurable, most fulfilling life.
Lloyd draws daily inspiration from his wife and thought-partner, Catherine, a writer who is known to her many followers as “Unsilenced Woman.” They have two sons, Guider and Rowan. Lloyd and Catherine are both graduates of Millsaps College, members of St. Andrew’s Episcopal Cathedral in Jackson, MS, and love the city of Santa Fe. Lloyd is a long-time runner who enjoys high rolling hills and figuring out how to run faster with the least amount of effort.
Education, Training, Memberships
- Millsaps College, Bachelor of Arts in English with honors, 2010
- St. John’s College, Master of Arts in Liberal Arts, 2013
- The Center for Ministry, Certificate in Spiritual Direction and Congregational Formation, 2019
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.