When You’re With Lloyd,
You’re With family

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We’re in This Together

At Lloyd Advisory Group, we treat our clients like family because we consider them family. Meet the accomplished professionals who walk alongside you, working together to help you pursue your goals.

We’re a Big-City Firm

With a Small-Town Feel

Lloyd Advisory Group and its dedicated advisory staff are proof that terms like time-tested, fresh, traditional and modern don’t have to compete; they can complement … especially when it comes to crafting comprehensive and custom retirement strategies.


Mark Lloyd

Our Founder

Mark A. Lloyd, CEP®, RFC®, is the owner of Lloyd Advisory Group. He leads a staff of financial professionals and has been the featured speaker at estate planning and retirement seminars for many years. He has spent his career not only informing the community, but has continued his own professional education and received financial industry designations.

Mark is passionate about providing the continuous financial guidance individuals and families need to help secure their financial future. He has been developing comprehensive retirement and estate strategies for more than 25 years. His No. 1 commitment is to serve his many clients and reassure them that he will be there when their life situations change. He is a CEP (Certified Estate Planner) and an RFC (Registered Financial Consultant). Lloyd Advisory Group has partnered with some of the premier firms in the estate planning and asset protection arena in the Southeast. Mark is also a registered Investment Adviser Representative for Lloyd Advisory Group.

Our Advisory Team

Blake Morris

CFP®, M.B.A. Investment Adviser Representative

Creston Maxey

B.B.A, CFP® Investment Adviser Representative

Drew Jones

B.B.A, RFC® Investment Adviser Representative

Shaun Duffy

B.B.A, Investment Adviser Representative

Andrew Lloyd

Investment Adviser Representative

Mark Lloyd Jr.

Investment Adviser Representative

Allison Polanski

Medicare Agent | Licensed Insurance Professional

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