Patricia A. Lloyd, CFP®, CPA, MBA

President and Chief Compliance Officer

pat@ardentwealthmanagement.com

 

Prior to founding Ardent Wealth Management, Pat has owned and worked at a number of financial services firms since 2000.   Pat believes that her relationship with you as well as her understanding of your goals and dreams is of paramount importance to helping you preserve your financial freedom and addressing your financial goals successfully.    Pat has experience in and holds designations that allow her to streamline the process.  This may save you time and money.  

 

Pat employs a statistical and mathematical approach when it comes to investing - using numbers rather than emotions to determine when to buy or sell investments.  

 

Pat spends considerable time expanding her knowledge to bring you wealth management services.   She holds the following designations/licenses:

 

                  Series 66 Registration

                  CERTIFIED FINANCIAL PLANNER™ (CFP®) Practitioner

                  Certified Public Accountant (CPA)

                  Life, Health, Long-term Care and Property Casualty Insurance Licenses

                 

Ms. Lloyd graduated from the University of Phoenix with a Masters Degree in Business Administration (MBA) with an emphasis in Accountancy.   She also holds a Bachelor of Science degree in Accountancy from Arizona State University.