Creston Maxey

Creston’s enthusiasm and concern for each and every client along with his attention to detail assures personalized service.

Creston has a passion for connecting with people and understanding their life’s journey. He works to fully understand his clients’ financial goals while tailoring a plan that not only meets but exceeds their expectations. He also believes in each client’s ability to look ahead and know the lifestyle they seek in retirement.

“Take time to understand what your monthly budget truly is and what your needs will be moving forward,” says Creston. “Whether that’s travel or any other items that will require income to enjoy.”

Creston holds a Bachelor of Business Administration from the University of North Georgia, focusing on accounting. He has passed the Series 65 securities exam and holds life and annuity insurance licenses, and the esteemed CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. He started his career in L3 Communications’ Financial Planning and Budgeting Department before moving to Hitachi Power Tools as an Associate Channel Manager. Now he is a vital team member of The Lloyd Advisory Group.

Creston resides in Statham, Georgia, with his wife, Raleigh, and their sons, Grant and Reeves. Their family also includes a poodle named Gracie. Away from the office, Creston enjoys church and the great outdoors, staying active through exercise and golf, and expressing his creativity through playing the guitar and singing.

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