Loyd Wellman, CFP®
Wealth Advisor

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Loyd Wellman is a Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients 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 joined 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.