Covenant Wealth Strategies is excited to announce that Bill Lloyd, Wealth Advisor has earned his Accredited Investment Fiduciary designation.
The AIF is a distinguished designation in the financial services industry that equips advisors with the fiduciary knowledge and tools they need to serve their clients. To earn the AIF, candidates must pledge to adhere to the Code of Ethics and Conduct Standards. They must also complete comprehensive courses of study and pass a final exam.
"Since joining us in July 2019, Bill has demonstrated his strong commitment to our Covenant Wealth Strategies team and to our clients. We are very proud of Bill and his desire for continuous education." said Ward Keever, IV, CLU, ChFC, RHU, AEP, CFS, AIF, CKA President and CEO of Covenant Wealth Strategies.
“I am honored to earn the AIF designation as I strive to continuously improve myself. This designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care for the clients of Covenant Wealth Strategies.” said Bill.
Bill joined Covenant Wealth Strategies in July of this year. Skilled in retirement plans, investments, annuities, college planning, and relationship management, Bill is excited to foster relationships with our clients and build a foundation of trust, experience and exceptional service.
Please contact our office at firstname.lastname@example.org or 302.234.5655 if you are interested in speaking with Bill or learning more about how Covenant Wealth Strategies can serve your financial well-being.
As our clients' most trusted advisor, the team at Covenant Wealth Strategies is a catalyst; striving to build financial security, see dreams fulfilled, and create enduring legacies.