Spencer Lloyd CFP®, AIF®
Spencer Lloyd is a Wealth Manager at Monterey Private Wealth.
Spencer is an Accredited Investment Fiduciary® and a CERTIFIED FINANCIAL PLANNER™ practitioner. He holds a Master of Science in Family Financial Planning from Oklahoma State University and a double bachelor’s degree in Finance and Economics from Utah State University.
Spencer has over 10 years of experience working in the finance industry. Prior to joining Monterey Private Wealth, Spencer spent seven years at Goldman Sachs in the Private Wealth Management division. Most recently, he partnered with financial advisors as a Financial Planner covering the state of Utah for UBS.
Spencer was born and raised in Utah; relocating recently to the Monterey area with his wife and two young children. In his personal time, Spencer enjoys yard and lawn maintenance and adventures with his children.