Carolyn Lloyd-Cohen LLC

At Carolyn Lloyd-Cohen LLC, we’ve been protecting the financial futures of business owners and high net worth individuals since 1982. We believe our longevity not only reflects a successful track record, but also the value of our client-centered operating philosophy. For the business owner, we are a reliable guide through a maze of challenges, from succession planning and exit strategies to pension and profit sharing plans. And for your personal financial planning, we provide all aspects of both traditional and sophisticated financial services–all focused on you.

Planning Every Step of the Way

Managing your resources is a careful balancing act. Starting with a thorough Discovery Process, we help you orchestrate all of your assets—your privately held or family-owned business, real estate holdings, investment portfolio, and other income sources—to best support your financial well-being and personal lifestyle. By identifying your values and concerns, and helping you gain clarity about your aspirations and goals, we can design a comprehensive financial plan that is uniquely your own.

A Team of Specialists

Our core competencies are strongest in areas that have a direct impact on your financial circumstances, but when expertise is needed in other specialties, we can provide that too. We have an extensive network of legal, financial and business advisors, so we can assemble and coordinate whatever team you might need. We will also work closely with any advisors you may already have, with your accountant and your attorney to ensure a seamless exchange of information and the timely execution of your financial plan.

When you work with Carolyn Lloyd-Cohen LLC, you can expect exceptional client service, because respecting the trust you place in us is part of our culture. Our guiding principles are: confidentiality; prompt response; independent, unbiased advice; and proactive plan management. If that is what you are looking for, please contact us today and put our specialized team to work for you so we can explore the possibilities together.

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. Preferred Pensions LLC is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice.
This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be
delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed.
For additional information, please contact the Kestra IS Compliance
department at 512-697-6000.