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DAVE LLOYD

DAVE LLOYD

Co-Founder

Dave is focused on helping clients work toward a stable retirement by creating thorough financial strategies.

Since entering the industry, Dave has worked for several major financial institutions, including Sun Financial Group and Mass Mutual, as both an agent and a Registered Representative. After decades of working for larger firms, Dave decided it was time for a new start, and co-founded Crew & Lloyd in 2010. As the leader of his own firm, Dave works day in and day out to help his clients create retirement plans designed to offer stability and confidence.

Dave currently holds insurance licenses for Life, Accident and Health and Variable Contracts.

In his free time, Dave enjoys being in the outdoors and spending time with his wife, six children and 17 grandchildren.