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Our financial advice team


Michael H Lloyd, Financial Advisor serving the Mt Lebanon, PA area - Ameriprise Advisors

Michael H Lloyd

CRPC

Financial Advisor

Lloyd, Smith & Grachen
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Executive Compensation and Benefit Strategies
  • Investments
  • Tax Planning Strategies
  • Insurance
  • Family Finances

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • University of Pittsburgh Bachelor Degree

Awards & recognition

  • Ameriprise Circle of Success, 2015-2023
  • Five Star Wealth Manager, 2012, 2015-2018, 2021-2022

Interests

  • I enjoy traveling with my family.
  • I am an avid Pittsburgh Steelers fan and have four season tickets.
  • I love to golf!