Loyd Wellman, CFP®
Financial Planning Specialist
Loyd Wellman is a Financial Planning Specialist at Beacon Pointe Advisors and is responsible for working with the firm’s clients to determine the best strategies to meet their financial goals. He has 11 years of experience in the financial services industry and previously served as a Financial Analyst for Midwest Financial Advisor Group (which merged with Beacon Pointe in 2023). Loyd graduated from Central Michigan University with a bachelor’s degree in Finance and Accounting. He obtained his Certified Financial Planner™ (CFP®) designation in October 2020 and has begun his studies to obtain the CLU® (Chartered Life Underwriter) designation.