Summer Lloyd

Background

About Summer Lloyd

With over two years of experience as a Financial Services Professional at MassMutual Greater Washington, I assist clients and help them meet their long-term financial goals. I work closely with my clients and provide comprehensive financial needs analysis through a network of experienced professionals with detailed knowledge of retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services. I also run my own business as a CEO/ Insurance Broker, offering a broad portfolio of individual insurance protection and financial products and services for high-net-worth families, businesses, and institutions. I am committed to building long-term relationships with my clients and helping them reach their goals is my priority. Drawing on my skills in communication and analytics, as well as my certifications in Applied AI for Human Resources and The Top Three Negotiation Myths, I help create financial freedom for my clients.