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Donte Lloyd

CERTIFIED FINANCIAL PLANNER

CFP®

Professional Story

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 achieving 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. He completed his certificate at Kaplan University towards his designation as a CERTIFIED FINANCIAL PLANNER™ professional. Donte also holds the Series 6, & 63 Investment License 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.

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CRN202406-2989297

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