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Kerrie Lloyd, ChSNC®

Prudent Investors

Kerrie Lloyd, ChSNC®

Prudent Investors

Kerrie Lloyd, ChSNC®

Prudent Investors

Profession LogoFINANCIAL PLANNER

Kerrie Lloyd is a Family Fiduciary and a Vice President with Prudent Investors, providing financial solutions including long term accumulation, asset management, risk management, asset protection, and de-cumulation strategies for fiduciaries and investors. Prior to joining Prudent Investors Network, Kerrie was a Financial Advisor at Merrill Lynch. She has also held leadership positions with the most esteemed names in the financial services industry including State Street, Bank of New York Mellon, J.P. Morgan/Chase, and Wells Fargo. Today, Kerrie works with fiduciaries, families impacted by disabilities, and the institutions who serve them. Ms. Lloyd also has specialized expertise working with institutional fiduciaries who manage and sponsor a variety of treasury, governmental, and corporate pooled funds in the interest of participants and their beneficiaries.

In addition to her financial services career, Ms. Lloyd is the founder and CEO of Integrative Solution Services LLC, where she provides information and digital collaboration tools to the disability’s community. She has a beautiful son, Adam, who has autism and was born deaf in 2004. As a result of that, she shifted her career interests to serve her family and the special needs community they are part of. She was on the Board of Directors for the California State Counsel for Development Disabilities and Kerrie is also a Past President and Board Member of the Los Angeles Chapter of the Western Pension & Benefits Conference. Kerrie has also participated in the Wharton School of Business Association of Investment Management Sales Executives and she continues with active participation in conferences and industry events throughout the United States.

Kerrie earned a Bachelor of Arts degree in Business Finance from California State University Fullerton where she also joined the National Financial Management Honors Society. Ms. Lloyd holds her FINRA Series 7 license, NASAA Series 66 license, and her Life, Variable, Health & Accident insurance contracts license with the California Department of Insurance (license #0N08518). In addition, she is a Doctor of Natural Health, NhD, and she is certified in Pivotal Response Therapy for Autism through the Koegel Autism Center at UC Santa Barbara. Kerrie also completed her Chartered Special Needs Consultant certification through the Solomon S. Huebner School of the American College, a fully accredited institution by the Middle States Commission of Higher Education.

Firm Description

For over two decades, Prudent Investors has managed assets for fiduciaries, guardians and individual investors who need low-risk investment management in conjunction with growth of principal.

As an Independent Registered Investment Advisor, our clients' best interests are of the highest priority. Our firm is built to serve you and your unique investment needs.

Experts in managing investments for professional fiduciaries, our white paper on UPIA investing has been an invaluable resource for guardians and trustees. We also serve as instructors for the Cal State Fullerton Trustee Certification course.

Our experience helps our clients weather financial storms. Our diversified portfolios help reduce volatility in normal market conditions.

Hours

Day From To
Monday 9:00 AM 5:00 PM
Tuesday 9:00 AM 5:00 PM
Wednesday 9:00 AM 5:00 PM
Thursday 9:00 AM 5:00 PM
Friday 9:00 AM 5:00 PM

Cost

What Is a Special Needs Planner?

Main Office

999 Corporate Drive
Suite 255
Ladera Ranch, CA 92694

2598 Fortune Way, Ste G
Vista, CA 92081

On the web

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Social Media


Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts