info@cwealthra.com
(804) 282-1238

“Do not go where the path may lead, go instead where there is no path and leave a trail.”

– Ralph Waldo Emerson

Rachel Lloyd, FPQP®

Client Service Associate

“Do not go where the path may lead, go instead where there is no path and leave a trail.”

– Ralph Waldo Emerson

About

With years of experience in the financial services industry and holding her Financial Paraplanner Qualified Professional™ designation, Rachel serves as our trusted Client Service Associate. Her unwavering commitment to delivering timely and superb service sets her apart, demonstrating dedication to client satisfaction. Known for her friendly and kind disposition, Rachel is always eager to assist clients and exceed their expectations.

Education

  • Certificate in Accounting- J Sargent Reynolds Community College

Experience

  • 9 years

Credentials

  • Financial Paraplanner Qualified Professional® – College of Financial Planning
  • Notary Public, Secretary of the Commonwealth

Prior Roles

  • Assistant to Investment Advisor- Equitable Advisors
  • Client Service Manager- 1752 Financial

Professional Focus

  • Operational Excellence
  • Client Satisfaction
  • Funds and Securities Transfer

Service & Memberships

  • Mt. Olive Baptist Church (Member)

Personal

Rachel has been married to her high school sweetheart since 2016. Their growing family includes 8 rescue dogs, and their first child on the way in September 2024. Outside of work, Rachel enjoys spending time on the Chesapeake Bay with her family, spending weekends drag racing with her husband, listening to true crime podcasts and relaxing with her beloved dogs.

Other Team Members