Lloyd A. Zitomer is a seasoned financial professional with over 30 years of experience. As a First Vice President - Investments and Certified Retirement Counselor at Wells Fargo Advisors, he has dedicated his career to providing personalized investment planning services to his clients.

After starting his career as a Financial Advisor, Lloyd worked his way up in the industry, gaining extensive experience throughout major market shifts. He takes a holistic and consultative approach to guide his clients through the development process. Using a goals-based plan, he establishes a strategy designed for wealth building and income generation. He regularly tests this plan to ensure his clients' financial goals remain viable.

Lloyd provides no-obligation consulting services to family members of clients, as well as potential new clients. He studied at Temple University, and his expertise in retirement planning has earned him the Certified Retirement Counselor designation.