Taylor Lloyd
Senior Wealth Advisor | Driving Financial Innovation with Farther
- Role
- SVP, Wealth Advisor & Advisor Council to Product Development at Farther
- Location
- Jacksonville, FL, US
- LinkedIn followers
- 500 followers
About Taylor Lloyd
I lead Farther FI — Financial Innovation — our specialized team for complex wealth…
Experience
SVP, Wealth Advisor & Advisor Council to Product Development
Aug 2025 — Present
Farther is a new kind of financial institution: combining expert advisors and cutting-edge technology to deliver a comprehensive, personalized client experience. Backed by CapG, Bessemer Venture Partners, Lightspeed, Context Ventures, Cota Capital, Khosla, MassMutual Ventures, and Moneta, Farther caters to founders, business owners, and institutions who need a more holistic approach to managing their complex wealth.
Education
Florida State University
Bachelor of Science
Skills
- Microsoft Excel
- Insurance
- Risk Analysis
- Estate Planning
- Powerpoint Development
- Financial Planning
- Fixed Annuities
- Data Analysis
- Business Succession Planning
- Adobe Fireworks
- Long Term Care Insurance
- Life Insurance
- Employee Benefits Design
- Adobe Dreamweaver
- Academic Tutoring
- Time Management
- Microsoft Office
- Annuities
- Variable Annuities
- Investment Strategies
- Streetscape
- Accounting Applications
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