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Lloyd R. Wilson, CLU®, AEP®

President, Lloyd R. Wilson and Associates

For nearly 50 years, Lloyd R. Wilson has been designing and implementing strategies to help his clients conserve their wealth and transfer their assets to future generations and to the charitable organizations they support. He founded Lloyd R. Wilson and Associates in 1970, a financial firm that assists clients with the transference of wealth, the minimization of tax burdens, and the maximization of charitable contributions to public and private foundations and institutions.

In 1993, Lloyd co-founded The Nautilus Group®, a Dallas-based resource center that now employs specialists with backgrounds in law, taxation, accounting, and charitable planning to assist in the design and execution of these strategies. The Nautilus Group® is a service of New York Life Insurance Company and is an exclusive advanced planning resource for designing estate conservation, philanthropic and business continuation strategies.

Prior to entering the financial services industry, Lloyd completed his undergraduate studies at Auburn University and the University of West Alabama before attending Cumberland Law School. He then continued his education at The American College in Bryn Mawr, PA where he received his Chartered Life Underwriter (CLU®) and Accredited Estate Planner® (AEP®) designations.

In his free time, Lloyd enjoys Porsche racing with the Porsche Club of America and spending time with his wife, Sherry, and his three children, Reed, Jennifer and Kelly. He is also an amateur photographer, having studied with National Geographic in New York. Some of his work can be viewed here.