About Paul Lloyd, CFP®
Financial Document Operations Specialist
As Financial Document Operations Specialist, Paul works with advisors and clients to craft personal strategic financial plans. He assists clients with gathering financial data and setting goals as part of the financial planning process. He analyzes client information such as insurance policies, investment statements, tax returns, and estate documents to look for ways to help clients reduce risk and save money. Paul also supports the advisors in the ongoing monitoring and updating of financial plans through periodic plan reviews.
As a recent addition to the ACT Advisors team, Paul has over 17 years of experience in financial services. He holds a BA in Economics from the University of North Carolina at Chapel Hill, an MBA from Western Carolina University, and has been a CERTIFIED FINANCIAL PLANNER™ Practitioner since 2007.
Paul is a native of eastern North Carolina but has lived in Asheville for over 20 years. He enjoys spending time with his family, fishing, and live music.