Insurance Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Investment Strategies (Reg. Reps Only)
English
Donte Lloyd is a CERTIFIED FINANCIAL PLANNER™, professional that specializes in working with Physicians, Executives, Attorneys, and Business Owners on pursuing their financial goals. This is accomplished through a holistic process which identifies where the client is and what their priorities are. Subsequently, he and his team will develop a customizable and comprehensive financial plan to align with the client's vision.
Donte holds a B.A. in Organizational and Community Leadership from the University of Delaware, where he served in multiple leadership roles, including President of the National Pan-Hellenic Council, board member of the Cultural Programming Advisory Board, and Polemarch of the Nu Xi Chapter of Kappa Alpha Psi Fraternity, Inc. Donte also holds the Series 6, & 63 Investment registrations along with Life/Accident and Health Insurance License.
In his spare time, Donte is the acting treasurer of the University of Delaware’s Black Alumni Organization which aims to foster a community in which Black alumni can easily connect with each other, mentor and provide a network to students, and raise money for scholarships.
CRN202708-6983904
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