Carolyn Lloyd-Cohen LLC
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Carolyn Lloyd-Cohen, CLU, ChFC, AEP, AIF®

Founder and Chief Executive Officer
973 807 0101 ext 130
carolyn@lloyd-cohen.com

Collette Burnett
Manager of Operations and Client Services

973 807 0101 ext 110
collette@lloyd-cohen.com

Maura Gill
Director of Administrative and
Policy Holder Services

973 807 0101 ext 100
clcadmin@lloyd-cohen.com

Pamela Berardi
Executive Assistant to Carolyn Lloyd-Cohen

973 807 0101 ext 180
pamela@lloyd-cohen.com

Heidi Ruberto
Director of Pension Services

973 807 0101 ext 140
heidi@lloyd-cohen.com

W. Michael McNair, CFA®, CFP®
Director of Investment Services

973 807 0101 ext 160
michael@lloyd-cohen.com

Patrick Turbett
Controller and Chief Financial Officer

973 807 0101 ext 150
bookkeeper@lloyd-cohen.com

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.
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