Lloyd KingLloyd KingClient Associate
About Lloyd
Lloyd King is a Client Associate at J.P. Morgan Wealth Management.
Lloyd provides operational support and client service to wealthy individuals and families, helping address their administrative needs and restoring precious time to their schedules. Working in concert with his team, Lloyd serves as a knowledgeable resource for a range of initiatives, including client onboarding, account administration, technology facilitation, money movement, and banking services. He looks to deliver a client experience founded on attentiveness and service excellence, creating enduring relationships that deepen over time.
Closely attuned to each client's preferences, Lloyd incorporates these parameters within his work, sensitive to the distinctive needs of each person or family. He prides himself on his attention to detail, holding a high standard for his work. Clients, he believes, appreciate his efforts to make their financial lives simpler and more straightforward. He, in turn, finds satisfaction in building enduring relationships that demonstrate his genuine care for multiple generations of client families.
Lloyd has worked in wealth management since 2022, when he joined First Republic Bank as a Registered Client Service Associate. In 2023, he moved to J.P. Morgan Wealth Management with his team. A graduate of Stonehill College, Lloyd earned his B.S. in Finance. While at Stonehill, he played outside linebacker as a member of its Division II Football team. He holds FINRA Series 7 and 66 securities licenses.
Originally from New Rochelle, New York, Lloyd enjoys supporting area sports teams and is an avid fan of college and pro football. He also likes to follow professional tennis. Outside the office, he stays fit through a variety of activities.
Insights
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July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowJune 2024 CPI report: Inflation moderates, inching us closer to a rate cut
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