Marco Lloyd Email & Phone Number
President, Managing Director @ Sugar Creek Wealth LLC
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Marco Lloyd Location
- Houston, TX, US
Marco Lloyd Work
- 2026 -now President, Managing Director @
- 2025 -2026 Managing Director, Investments @
- 2016 -2024 Executive Director - Branch Manager @
- 2006 -2016 Houston Galleria Complex Manager @
- 2004 -2006 Complex Manager @
- 2002 -2004 Senior Vice President - Branch Manager @
- 1996 -2002 Portfolio Manager @
- 1988 -1998 Active Duty and Active Reservist (Maj) @
Marco Lloyd Education
- Old Dominion University
MBA
2000-2002 - Albright College
B.S. Applied Physics
1984-1988
Marco Lloyd Skills
- Concentrated Stock Management Strategies
- Tax-Efficient Planning
- Investment Strategies
- Strategic Planning
- Multi-generational Planning
- Business-Owner Planning
- Estate Investment Planning
- Bussines-Succession Planning
- Wealth Planning
- 401k Planning
- Concentrated Stock Management
- 401k Rollovers
- Tax-Efficient Strategies
- Public Speaking
- Microsoft Office
- Team Building
- Portfolio Management
- Multi Generational Planning
- Bussines Succession Planning
- Tax Efficient Strategies
- Business Owner Planning
Marco Lloyd Summary
- Marco Lloyd, based in Houston, TX, US, is currently a President, Managing Director at Sugar Creek Wealth LLC. Marco Lloyd brings experience from previous roles at Wells Fargo Advisors. Marco Lloyd holds a 2000 - 2002 MBA @ Old Dominion University. With a robust skill set that includes Concentrated Stock Management Strategies, Tax-Efficient Planning, Investment Strategies, Strategic Planning, Multi-generational Planning and more. Marco Lloyd has 2 emails on RocketReach.
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Top Sugar Creek Wealth LLC Employees
Kris Jenkins
Director, Wealth Advisor
Houston, TX, US
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