Meet The Lloyd Financial Team
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.
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. Brannon also volunteers for SOFA - Society for Financial Awareness.
John Walker
Client Services Specialist
John Walker brings over thirty years of legal and financial expertise to the Lloyd Financial team. He holds undergraduate degrees in Finance and Real Estate from the University of Cincinnati, a JD from Ohio State University, and an LL.M. in Taxation from New York University. His diverse background uniquely positions him to provide comprehensive advice that bridges the worlds of law, finance, and taxation.
Licensed to practice law in Texas, New York, and Ohio, John is a valued member of the American Association of Attorney CPAs (AAA-CPA), reflecting his commitment to integrating legal and financial strategies. He is a licensed insurance professional in the great state of Texas, and is a Certified Exit Planning Advisor (CEPA). John specializes in guiding clients through complex business transitions and succession planning.
Here at Lloyd Financial, John’s extensive experience enhances our ability to deliver personalized, strategic solutions for tax planning, financial management, and business transitions. His approachable, professional manner ensures clients receive tailored guidance designed to meet their unique financial goals and challenges.
