Lloyd Winkler LUTCF
Senior Financial Advisor
Million Dollar Round Table
National Association of Insurance and Financial Advisors
Lloyd has been with Allied Wealth Partners, (formerly Langdon Ford Financial) since 2001. His Financial Advisory practice is devoted to assisting individuals and small businesses achieve their financial goals, with in their scope of risk.
Lloyd provides a customized approach that is client-centric and service oriented to each individual’s specific needs in the areas of investment management, insurance protection strategies, estate planning and custom pre and post retirement solutions. Having started his Financial Services practice at Langdon Ford Financial, Lloyd understands the fundamental importance in offering clients a complete approach to their comprehensive financial picture.
Lloyd has earned the Life Underwriting Training Fellow (LUTCF) designation and uses the skills learned from the designation to mentor the other financial professionals at AWP. LUTCF® is a Designation Program developed for NAIFA which is the National Association of Financial Representatives. He also plays a major role in Allied Wealth Partner’s mentoring program for new and upcoming professionals. Lloyd is consistently nominated for “The Million Dollar Round Table”. This is an independent organization that compromises the world’s life insurance and financial professionals. This organization is driven by standards of ethics, knowledge, service, and productivity. He attains the level of “Top of the Table”, regularly attends financial services planning seminars, and also attends conferences to keep current on the changing landscape of the financial and investment world.
Lloyd resides in Englewood NJ with his wife Donna. Together they have four adult children and three grandchildren.
The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice.