I'm Melisa M Lloyd, CFS®, your wealth manager. I provide advice and work with you to coordinate a cohesive, all-encompassing strategy for your estate planning, wealth management, taxes, and insurance needs.
I have been in the investment industry since 2001, and in 2007 I ventured to form American Executive Tax & Financial Services to help meet the needs of my growing client family. I am a native of Dunedin, FL and moved to Hernando County in 1991. My professional credentials include the Series 7 General Securities, Representative Registration, Series 66 Investment Advisor Representative and Certified Funds Specialist®. I also hold Life, Health, and Variable Annuity licenses with the state of Florida and am registered in several other states collectively. I attribute my success to the high priority I place on being a good steward of the assets entrusted in my care. Should you ever need to speak with me directly, outside of our normal review appointments, I am definitely available and always welcome you to contact me whenever you have questions or concerns.
Lastly, I consider communication an essential part of an effective advisor-client relationship, From our end, we will continue to send our monthly email, and we encourage you to come in for portfolio reviews on a regular basis to keep those ever important lines of communication open. We also offer various events to continue building relationships, and to show our appreciation for the loyalty that our clients have exhibited over the years.
CTS™ Certified Tax Specialist CES™ Certified Estate Planning Specialist and CFS® Certified Fund Specialist