Thomas Lloyd is an Associate Advisor at Hemington Wealth Management where he develops and tailors individual financial plans for high-net worth families and Foundations. Thomas has a particular expertise in creating and managing charitable Foundations and leads the firm in this area. In addition, given Thomas’ background in insurance, he contributes to the team by providing expertise in insurance coverage for wealth protection and wealth transfer strategies.
Prior to Hemington, Thomas was an insurance producer for 10 years managing individuals and small business groups nationwide with disability, life insurance and long term care planning. Additionally, he helped manage search engine optimization activities for website marketing as well as author specific disability insurance articles for consumers.
Thomas earned his B.A. from Dickinson College and his CFP® Professional education from Georgetown University. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Registered Investment Advisor.
As one of six board members tasked with the oversight of approximately $80 million in assets for the Gerard B. Lambert Foundation, Thomas provides first-hand guidance to institutional clients for management of investment plans as well as individuals interested in charitable interests for estate planning purposes.
He lives with his wife, Rickie and two children in Chevy Chase, MD.
Direct Phone: 703.828.2478