Aimee Lloyd

Aimee Lloyd

Founding Partner & Financial Advisor | Bellevue, Washington, United States

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Work Experience

Keel Financial Partners

Founding Partner & Financial Advisor

2022-08-01 — Present

MyICON

Senior Vice President & Financial Advisor

2012-09-01 — 2022-07-01

MWBoone and Associates, LLC

Vice President & Financial Advisor

2005-07-01 — 2012-07-01

Sound Capital Partners

Vice President & Associate Portfolio Manager

1998-07-01 — 2004-12-01

Bank of America Capital Management

Research Associate / Intern

1996-06-01 — 1998-06-01

Skills

estate planning tax planning legacy planning financial planning medical expense needs holistic planning stock awardsoptions strategies independent women widowswidowers cashflow analysis

Languages

No languages available.