For over 20 years, The Lloyd Group Inc. has specialized in wealth development and asset preservation using our team of legal, tax, investment and insurance specialists to design a safe retirement and estate plan that fits your individual needs.
Our office is located in Suwanee, GA. Feel free to visit us, or if you prefer, we would be happy to visit you at your home for a free consultation and analysis.
The Lloyd Group Inc., Expertise you can rely on and a "Team" you can Trust. Mark A. Lloyd , R.F.C., is the principal owner of The Lloyd Group Inc. He has a staff consisting of accountants as well as a full support group to serve their clients needs. Mark has been the featured speaker at many Estate Planning and Retirement Seminars for many years. He has spent his career not only educating the community, but has attended, completed and received some of the premier designations offered in the financial industry. To see a list of these organizations as well as other memberships that Mark and The Lloyd Group Inc. are affiliated with, click credentials.
Mark's passion is to provide continuous financial guidance that individuals and families need to secure their financial future. He has been developing safe, conservative retirement and estate plans for over 20 years. In addition to providing products and services from a number of the largest, most stable and well-respected names in the financial industry, his number one commitment is to serve his many clients and to make sure that he will be there when their life situation changes. He is a C.E.P., (Certified Estate Planner) and an R.F.C. (Registered FInancial Consultant).The Lloyd Group Inc. has partnered with some of the premier firms in the estate planning and asset protection arena in the Southeast.
Drew Jones B.B.A. , is a Registered Investment Advisor Representative for The Lloyd Group, Inc. He has been a family friend for many years and is Mark's son-in-law. Drew has a Finance degree from the University of Georgia, and that is where his expertise lies. His financial background provides for extensive knowledge in portfolio analysis and managing risk. Drew's main goal is to help secure an individual or family's financial future through time-tested retirement programs or providing estate planning solutions to protect their assets. He is able to provide a variety of programs and advice that best fit his clients' needs. Drew, along with everyone at The Lloyd Group Inc., takes pride in their commitment to servicing their clients for life.
Blake Morris, CFP, M.B.A . has been a family friend for over 16 years and is the son of James C. Morris, Jr. of the law firm of Morris & Bryson, LLC. Blake graduated from The University of Georgia with a degree in Finance in 2002 and received his M.B.A. in 2005. He has been in the insurance industry for over five years with some of the top carriers including Liberty Mutual and St. Paul/Travelers. His diverse background allows him to develop a customized, personal plan for each and every client based upon their needs. Blake is happy to share his expertise in assisting clients achieve their goals, plan for tomorrow, and develop strategies that allow their money to last a lifetime. He and the rest of The Lloyd Group, Inc. look forward to serving their clients, today, tomorrow, and whenever life changes.
3575 Lawrenceville Suwanee Road
Suwanee GA, 30024
Seating Is Limited. For a complimentary reservation, please call our reservation line at (800) 450-2737
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