Jeff Lloyd

Wealth Management Analyst

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Jeff Lloyd

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Jeff Lloyd is a Wealth Management Analyst for Capital Investment Advisors. He works closely with Senior Investment Advisors as well as the Investment Committee at CIA to help provide support in relationship management as well as investment and portfolio analysis.

Jeff graduated from Auburn University with a B.A. in Finance. Before joining CIA, he spent the past 15 years working in various capacities in the investment banking and financial consulting world. Jeff has extensive experience analyzing public equities, as well as providing merger and acquisition support in the public and private space.

Jeff lives in Birmingham, Alabama with his wife Kate and their two kids. During his time off you can find Jeff on the ball fields and basketball courts coaching his kids in youth athletics. He and his wife are passionate about community involvement and outreach and love to serve with Habitat for Humanity by helping furnish recently constructed homes. Jeff also currently serves on the Board of Directors for the Mountain Brook City Schools Foundation.

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