Our Wealth Management Advisors
Eric Loyd , CFP®, CPFA®
Vice President, Retirement
Eric's career in the investment and retirement industry began in May 1993 with Invesco Distributors / AMVESCAP Retirement, Inc. In May 2004, Eric joined Advanced Financial Strategists, Inc. as Vice President of Marketing and Chief Compliance Officer. His primary responsibilities included active management of individual client portfolios, consulting for retirement plans and interfacing with plan vendors, compliance oversight, creating and delivering advisory presentations, and offering consulting services on a wide range of retirement-related topics. All of this was delivered while acting in a fiduciary capacity. In early 2022, AFS Advisors, LLC was acquired by NFP Retirement, Inc. As Vice President, Eric continues to serve both wealth management and corporate retirement plan clients in a fiduciary capacity.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS) an affiliate of Kestra IS. NFP Retirement Inc., an affiliate of NFP Corp. (NFP), is a Registered Investment Adviser. Advisory services are offered to clients or prospective clients where NFP Retirement Inc. and its representatives are properly licensed or exempt from licensure. No advice may be rendered by NFP Retirement Inc. unless an investment adviser agreement is in place. Insurance services offered through a licensed subsidiary of NFP or a member of PartnersFinancial or Benefits Partners, which are platforms of NFP Insurance Services, Inc. (NFPISI), a subsidiary of NFP. Some members of PartnersFinancial and Benefits Partners are not affiliated with NFP. Neither Kestra IS nor Kestra AS are affiliated with NFP, NFP Retirement, Inc., or NFPISI. ACR#8106161 Investor Disclosures: https://www.kestrafinancial.com/disclosures