Feb 9-11, 2023Napa, California
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Prudent Investors

Kerrie Lloyd

Vice President, Sales & Marketing

Kerrie Lloyd is a Vice President with Prudent Investors. She is also a Family Fiduciary and a
Chartered Special Needs Consultant (ChSNC®).  Kerrie works with fiduciaries, families impacted
by disabilities, and the institutions who serve them.  Kerrie has held leadership positions with the
most esteemed names in the financial services industry where she worked with institutions who
sponsor and administer pooled funds. Kerrie was also a registered lobbyist with the State of
California.
Ms. Lloyd is a fiduciary registered investment advisor and Ms. Lloyd is also a Self Determination
Independent Facilitator through her completion of the California State Council of Developmental
Disabilities (www.scdd.ca.gov) webinar series. In addition, she is a Doctor of Natural Health
(NhD) as well as certified in Pivotal Response Therapy (PRT) for Autism through the Koegel
Autism Center at UC Santa Barbara. She has also held board of directors’ positions serving the
disabilities community and the financial services industry.
Kerrie earned a Bachelor of Arts (BA) degree in Business Finance from California State
University Fullerton where she also joined the National Financial Management Honors Society. In
addition, Kerrie earned her Chartered Special Needs Consultant (ChSNC®) designation through
the Solomon S. Huebner School of the American College, a fully accredited institution by the
Middle States Commission of Higher Education.



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