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Taylor D. Lloyd

Taylor D. Lloyd

Jacksonville Office

A native Floridian from a big family, Taylor appreciates — above all — the opportunity to help serve the communities that have surrounded him his whole life.

Taylor began his career at a large financial institution that provided financial advice based purely on transactions. After seeing thousands of clients being given the same, cookie cutter advice, he decided to branch off to provide holistic planning to a select number of families. He is now proud to say that he provides fee-based planning instead of product-based. Taylor’s expertise lies in the details of planning for retirement, investments, personal risk management, executive benefits, and business succession.  These, and other financial planning solutions, are personalized to educate and empower his clients to make informed decisions about their financial lives.

Taylor earned his Bachelor of Science in Finance and Risk Management/Insurance from Florida State University and is currently taking graduate courses to achieve a certification as a CERTIFIED FINANCIAL PLANNER™ (CFP®). He serves as treasurer for his local Rotary organization and actively participates in North East Florida Builder’s Association and FSU Alumni Association.