David Lloyd, Lutcf, Ficf
About David Lloyd, Lutcf, Ficf
David Lloyd is a Financial Representative at Modern Woodmen of America, where he has worked since 2016 in the Greenville, South Carolina area. He has extensive experience in the financial services industry, having previously held positions at Mutual of Omaha and MetLife.
Work at Modern Woodmen of America
David Lloyd has served as a Financial Representative at Modern Woodmen of America since 2016. He operates in the Greenville, South Carolina area, where he focuses on providing financial security and fraternal benefits to members. His approach emphasizes building relationships within the community and prioritizing member needs over profit-driven motives. This role allows him to actively engage with local residents, helping them achieve their financial goals while contributing to the community's overall well-being.
Education and Expertise
David Lloyd is currently pursuing additional studies at the University of Puerto Rico-Bayamon, focusing on Business. His educational background supports his professional expertise in financial services. This academic pursuit complements his extensive experience in the financial industry, enhancing his ability to serve clients effectively.
Background in Financial Services
David Lloyd has a lengthy career in the financial services sector, beginning as a Registered Representative at Mutual of Omaha from 1977 to 2005. He worked there for 28 years before transitioning to MetLife as a Financial Services Representative from 2005 to 2012. Following that, he returned to Mutual of Omaha as an Insurance Agent, where he has worked since 2012. This extensive background provides him with a comprehensive understanding of financial products and client needs.
Community Involvement
In his role at Modern Woodmen of America, David Lloyd is actively involved in community initiatives. He focuses on building relationships and making a positive impact in the local area. His commitment to community service reflects the organization's values of fraternalism and support for members, further enhancing his role as a financial representative.