Kimberly Lloyd, CTFA® CWS®

Kimberly is responsible for day-to-day trust administration and fiduciary compliance while coordinating estate and tax planning strategies with other professional advisors for her clients. Kimberly has a bachelor’s of business administration from Davenport University with a minor in financial analysis. She is a graduate of Cannon Trust School and a Certified Trust and Fiduciary Advisor as well as a Certified Wealth Strategist. Kimberly has over five years in the financial services industry, and several years serving as a client relationship manager.