Our Team

At Lloyd Financial, we’re not just advisors, we’re advocates. Our qualified professionals don’t just point you down a path to retirement, we walk alongside you to help you reach your full retirement stride.

Meet The Lloyd Financial Team

Lloyd Financial - Brannon Lloyd
Brannon Lloyd

Founder | CEO | Wealth Advisor

Brannon is focused on helping clients and their families work toward their financial goals with a well-thought-out financial plan.

Having worked for his father at E.F. Hutton in high school, Brannon grew up in the financial planning business. A Navy veteran, he spent two years working at the U.S. Embassy in Moscow, Russia, before joining the industry as an adult. Brannon is 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. He and his team have conducted financial education workshops all over the U.S. for companies such as United Airlines, ExxonMobil, NASA, The Pentagon and many more.

Brannon volunteers for The Foundation for Financial Education, a 501(c)(3) non-profit organization, where he also serves as the Houston Metro Director. He was a Man of the Year candidate for the Leukemia and Lymphoma Society.

When he isn’t working, Brannon enjoys hunting, fishing, diving and sailing. Along with his native English, he speaks Spanish and Russian and is trying, without much luck, to learn Mandarin Chinese.

Stacy Tello

Executive Assistant to the CEO

John Sicola

Financial Advisor

Andrea Robayo

Co-Founder & COO