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Meet The Team

CEO, LUKE LLOYD

Luke Lloyd – financial advisor, investment strategist, and media contributor specializing in wealth management

After years of navigating the financial world—working alongside Wall Street’s top minds, advising high-net-worth clients, and sharing his insights on national media — Luke Lloyd knew it was time to take the next step. With a deep-rooted passion for capitalism, free markets, and small business, he set out to create something of his own: Lloyd Financial Group. Luke built Lloyd Financial Group on the foundation of independence, integrity, and innovation — principles that are often lost in traditional financial firms.

 

By leveraging his extensive knowledge in economics, investing, and wealth management, along with a vast network of industry leaders, he crafted a firm designed to provide clients with unbiased, strategic, and forward-thinking financial solutions. Having witnessed firsthand how large financial institutions often prioritize corporate interests over individual clients, Luke envisioned a different approach — one that prioritizes personalized service, tailored investment strategies, and a commitment to long-term financial success. Lloyd Financial Group was born out of this vision, offering clients a trusted partner who truly understands the complexities of the market and is dedicated to helping them build and protect their wealth.At its core, Lloyd Financial Group is more than just a wealth management firm — it’s a reflection of Luke’s values, expertise, and entrepreneurial spirit. It represents the culmination of his journey, from a young entrepreneur in Ohio to a nationally recognized financial expert. And as he continues to grow the firm, one thing remains constant: his unwavering commitment to helping clients succeed in an ever-changing financial landscape.

CIO, COLIN SYMONS

Colin Symons LFG CIO

Colin grew up in Pittsburgh, PA before heading to Williams College in Massachusetts for his undergraduate degree. From there, he worked for two years as a computer systems developer in Washington, DC and New York City with the federal government and a large bank as end clients.

 

From there, he joined the RIA Dollins Symons, eventually becoming a Portfolio Manager in 2000. Before long, that company became Symons Capital Management and was wholly owned by Colin until it was sold to Strategic Wealth Partners in 2021, where he worked for two years. He has spent his life enjoying solving complex problems, from database warehousing to the stock market. Now he solves complex problems for clients as Chief Investment Officer of LFG.

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