Jeff Lloyd is a licensed Investment Adviser Representative (Series 65) with Capital Investment Advisors (CIA), where he provides personalized investment management and financial planning services tailored to the unique needs of his clients. Jeff brings a thoughtful and analytical approach to wealth management, helping individuals and families develop long-term financial strategies designed to support their goals and lifestyle.
In addition to his role as Investment Advisor, Jeff is the Co-Host of Money Matters along with Wes Moss and Connor Miller, a weekly radio show airing every Sunday on WSB Radio in Atlanta. The program offers practical advice and insights on retirement planning, market trends, and personal finance.
Jeff earned his Bachelor of Arts in Finance from Auburn University. Prior to joining CIA, he spent over 15 years in the investment banking and financial consulting sectors, where he held various strategic roles. His professional background includes extensive experience in public equity analysis, financial modeling, and providing advisory support for mergers and acquisitions across both public and private markets.
Jeff resides in Birmingham, Alabama with his wife, Kate, and their two children. Outside the office, Jeff is deeply engaged in his community. He enjoys coaching youth sports and, together with his wife, actively supports charitable efforts through Habitat for Humanity, particularly in furnishing newly built homes for families in need. Jeff also serves on the Board of Directors for the Mountain Brook City Schools Foundation, contributing to the advancement of public education in his local area.
