Bill Lloyd, AIF, CRPC
Wealth Advisor, Investment Team Member
Bill is an Accredited Investment Fiduciary (AIF), Chartered Retirement Planning Counselor (CRPC) and has his Series 6, 7, 63 and 65 securities licenses with LPL Financial. Bill’s experience in the financial services industry makes him a great fit with the mission of Covenant Wealth Strategies.
Not only is Bill passionate about understanding our clients’ personal, professional, and financial goals, his professional background in Annuity and Qualified Plan businesses makes him a great asset to our team. Bill works closely with our clients to provide proactive, concierge service to help our clients pursue their unique goals and objectives.
Bill is a former Division 1 student-athlete with a Bachelor of Science in Marketing from Penn State University Smeal College of Business. Before joining Covenant in July of 2019, Bill gained extensive experience in the financial services industry, most recently as a Regional Vice President with Lincoln Financial.
Skilled in retirement plans, investments, annuities, college planning, and relationship management, Bill is excited to build and foster relationships with our clients. As part of our investment committee, Bill is also a part of the team that delivers investment strategies to our clients.
Outside of work, Bill enjoys coaching lacrosse and spending time with his wife, Katie and their three beautiful children, Mason, Avery and Dylan. They love making memories as a family, especially at the beach!