FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Our Firm

Melisa Lloyd is President of American Executive Tax & Financial Services and has been serving the Nature Coast since 2001, with the goal of providing reliable service with immediate responses to service related matters. She is licensed to do business in Florida, Maryland, Colorado, Arizona, Kentucky, South Carolina and Virginia, and can get licensed in other areas if necessary.

"I specialize in an investment advisory discipline for my clients that incorporates retirement solutions and specialized financial services. My key objectives are to provide companies, individuals and families with tailored services, estate planning, legal resources, and investment management, with the goal of sustaining and growing long-term wealth. My services are available for entities whom have accumulated wealth or are just starting to accumulate wealth. By striving to meet my clients’ expectations through honest communication and instruction it enables them to have the opportunity to maximize the best years of their life to enjoy a time when they have no obligations but to themselves and their desires."

Our Representatives are Dedicated to Customer Service

In this era of "full-service" versus "discount" brokers, we take an all-service approach. "All service" means through our brokers/dealer JW Cole, we offer a full array of products and services.