Lloyd joined UBS in 2013 as a financial planner. He has over ten years of experience in the financial services industry.  Lloyd holds five industry relevant designations. In 2018, Lloyd obtained the Chartered Financial Analyst® designation. The CFA credential is the badge of distinction in the investment management profession. CFA charterholders work in the most prominent investment firms around the world. Lloyd's designations, as a Certified Financial Planner®, Certified Private Wealth Advisor®, and a Chartered Retirement Planning Specialist®, allow him to offer expert advice on retirement benefits planning, and asset protection for both high and ultra-high net worth individuals.

Lloyd holds a B.S. in Business Administration and graduated Magna Cum Laude from the University of Central Florida. He remains involved with the Southeast Florida UCF Alumni Chapter. Lloyd obtained an MBA specializing in Finance and Mergers & Acquisitions from the University of Miami. He is a member of the University of Miami School of Business Alumni Association. Lloyd is also a member of the Financial Planning Association. He is currently the Treasurer of the CFA Society Miami.  He is also involved with his local Toastmasters club.

Lloyd was born and raised in New York City. In 1999, he moved to Florida. He is an alumnus of Ransom Everglades School.  In his spare time, Lloyd enjoys travel, fitness, and is an avid follower of college football.

Registered States:
AZ, CA, CO, CT, DE, FL, GA, IL, MA, ME, NC, NJ, NY, OH, SC, TN, TX, VA, WI, WY

Sandi joined UBS in 2017 as a Client Service Associate. She brings over 30 years of community banking experience and exceptional customer service skills with her.

Sandi is a Fort Lauderdale native. She received an Associates of Arts degree from Broward Community College. She continued at the University of Florida in the Occupational Therapy field.  Both her and her husband enjoy vintage apparel and furniture  They both are passionate about their antique cars, and going to car shows around the country.

Donna joined UBS in 2008  part-time, providing administrative and team marketing services. She graduated from Northern Illinois University with a BS degree in Nursing in 1986. She started her career in Chicago and continued after moving to Palm Beach County in 1992.  In 1994, Donna became a full-time mother to her daughter Kayli.  She quickly became involved in fund raising efforts to support special needs children, acting as the PTO president for 4 years. Donna obtained a Florida Real Estate License in 2002, providing research and marketing efforts for local area Real Estate Firms.

Donna is a lover of health and wellness, picking at the piano, rollerblading, and photography. She remains actively involved with special needs interests in memory of her daughter.