Brannon Lloyd

Brannon Lloyd Email and Phone Number

Financial Planner, Tax Magician, and Roth Converter Extraordinaire @ The Lloyd Financial Group LLC
Brannon Lloyd's Location
Houston, Texas, United States, United States
Brannon Lloyd's Contact Details

Brannon Lloyd work email

Brannon Lloyd personal email

n/a
About Brannon Lloyd

I am focused on helping clients and their families work toward their financial goals with a well-thought-out financial plan.Having worked with my father at E.F. Hutton in high school, I grew up in the financial planning business. A Navy veteran, I spent two years working at the U.S. Embassy in Moscow, USSR, before joining the industry as an adult. I am passionate about helping to provide clients with the financial education and tools they need to make the most informed decisions about their financial and retirement planning strategy. My team and I have conducted financial education workshops all over the U.S. for companies such as United Airlines, ExxonMobil, NASA, The Pentagon and many more.My straightforward approach to planning has led to interviews on Fox News, ABC, CBS, NBC, PBS Radio, Good Morning DC and more. I also serve as the Houston Metro Director for the Foundation for Financial Education and was a Man of the Year candidate for the Leukemia and Lymphoma Society.When I am not working, I enjoy hunting, fishing, diving and sailing. Along with native English, I speak Spanish and Russian and am trying, without much luck, to learn Mandarin Chinese.

Brannon Lloyd's Current Company Details
The Lloyd Financial Group LLC

The Lloyd Financial Group Llc

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Financial Planner, Tax Magician, and Roth Converter Extraordinaire
Brannon Lloyd Work Experience Details
  • The Lloyd Financial Group Llc
    Founder/Ceo
    The Lloyd Financial Group Llc Nov 2021 - Present
    Houston, Texas, United States
  • The Foundation For Financial Education - Houston
    Director Of Operations
    The Foundation For Financial Education - Houston Jan 2018 - Present
    Greater Houston
    Skilled in Employee Wellness Programs, Financial Education, Financial Planning, Operations Management, Business Development, Board of Directors, and Teaching.

Brannon Lloyd Education Details

Frequently Asked Questions about Brannon Lloyd

What company does Brannon Lloyd work for?

Brannon Lloyd works for The Lloyd Financial Group Llc

What is Brannon Lloyd's role at the current company?

Brannon Lloyd's current role is Financial Planner, Tax Magician, and Roth Converter Extraordinaire.

What is Brannon Lloyd's email address?

Brannon Lloyd's email address is br****@****ine.org

What schools did Brannon Lloyd attend?

Brannon Lloyd attended University Of Houston.

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