Thomas Lloyd

Thomas C. Lloyd
Vice President Wealth Advisor Truist Bank

Greater Polk County

114 N Tennessee Ave,

2nd Floor,

Lakeland, FL 33801-4615

About me

Background

Thomas Lloyd is a Wealth Advisor with Truist Bank. He offers clients more than 12 years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, financial planning, credit, estate planning, and business transition. He works with high-net-worth families and business owners to establish customized solutions to help them address their unique financial goals.

Registered Representative, Truist Investment Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Finance
University of Alabama 2004 2007

Personal Interests

A native of upstate NY and a graduate of the University of Alabama, Tom, along with his wife and two children reside in Lakeland, FL. Tom is passionate about community involvement and philanthropy. He serves as President of the Board of Directors at Florida Children’s Museum and is a current board member of Central Florida Speech & Hearing Center. Other community affiliations include Leadership Lakeland (Class XXXVI graduate) & Leadership Polk (Class XV graduate). In his free time, Tom enjoys tennis, golf, sports, & travel with his family.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

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