Jeff Lloyd

Wealth Management Analyst at Capital Investment Advisors

Jeff Lloyd is a Wealth Management Analyst at Capital Investment Advisors, a position held since March 2021, where Jeff collaborates with Senior Investment Advisors and the Investment Committee to support relationship management and conduct investment and portfolio analysis. Prior to this, Jeff Lloyd served as an Associate at Enerecap Partners from 2010 to March 2021, working in investment banking and corporate strategy consulting within the energy sector. Earlier in their career, Jeff Lloyd was a Business Consultant at Argy, Wiltse & Robinson, P.C. from 2007 to 2009 and served as an Assistant National Bank Examiner at the Office of the Comptroller of the Currency from 2006 to 2007. Jeff Lloyd holds a degree from Auburn University.

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