Patricia Lloyd

Patricia Lloyd has over 30 years of work experience in various roles and industries.

From 1989 to 1998, they worked as a Project Accountant at Hunt Construction Group.

In 1998, they joined Del Webb Corporation as a Controller, where they managed and accounted for all Metro Phoenix subdivisions and was involved in the planning stages of Anthem.

In 2000, they founded their own firm, Lloyd Financial Services, PLLC, where they served as the CEO. The firm provided independent CPA services for individuals and small to medium-sized businesses.

From 2011 to 2013, they served as the Chief Compliance Officer and President at Prism Investment Management Inc. The firm aimed to provide unique financial advisory services by asking tough questions and pursuing innovative answers.

In 2013, they founded Ardent Wealth Management, Inc., where they initially served as the President and Chief Compliance Officer. Currently, they hold the position of Chief Executive Officer at the company. Ardent Wealth Management, Inc. is a Registered Investment Advisor that offers financial guidance, education, and solutions to individuals, families, and business owners.

Starting in December 2022, they will be working as a Strategic Planning Specialist at Lifeworks Advisors.

Patricia Lloyd earned a bachelor's degree in Accountancy from Arizona State University, completing their studies from 1996 to 1999. Patricia then pursued a master's degree in Accountancy from the University of Phoenix from 2001 to 2003. Patricia also obtained the Certified Public Accountant (CPA) certification from the Arizona Board of Accountancy in February 2000. Additionally, they hold certifications in Certified Financial Planner (CFP) and another certification as a Certified Public Accountant, though the details of when and where they obtained these certifications are not provided.