Kimberly Lloyd, CTFA, CWS^®, CFP^®

Kimberly is responsible for day-to-day trust administration and fiduciary compliance. She collaborates with other professional advisors to develop estate and tax planning strategies for her clients. As part of the client centric team, Kimberly crafts unique and comprehensive wealth management plans aligned with client goals. She also handles plan implementation on an ongoing basis. Kimberly has ten years in the financial services industry and over five years serving as a trust relationship officer. She holds a Bachelor of Business Administration from Davenport University, with a minor in financial analysis. Kimberly has earned her Master of Trust and Wealth Management degree from Campbell University. She is a graduate of Cannon Trust School and holds certifications as a Certified Trust and Fiduciary Advisor, Certified Wealth Strategist^®  and CERTIFIED FINANCIAL PLANNER^®  professional.