Patricia Lloyd
Founder, CEO, and Chief Compliance Office of Ardent Wealth Management Inc.
- Role
- Strategic Planning Specialist at Lifeworks Advisors
- Location
- Scottsdale, AZ, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Patricia Lloyd
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Experience
Strategic Planning Specialist
Dec 2022 — Present · Scottsdale, AZ, US
Holistic and comprehensive tax and financial strategic planning, investment management, risk management and CPA firm.
Education
Arizona State University
Bachelors, Accountancy
1996 — 1999
University of Phoenix
Masters, Accountancy
2001 — 2003
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