Luke Lloyd, CRPC®

Luke Lloyd, CRPC®, is a Senior Wealth Advisor and Investment Strategist at Strategic Wealth Partners, based in Cleveland, Ohio. He has a diverse background in financial advisory, financial analysis, and wealth management, and is also known for his public speaking engagements on economic topics.

Background and Education

Luke Lloyd began his entrepreneurial journey at the age of 17 and has since developed a strong understanding of the economy, stock market, and politics through various business ventures and leadership roles, including serving as student body president during college. He holds degrees in mathematics, economics, and business management from Muskingum University.

Professional Experience

Before joining Strategic Wealth Partners in May 2019, Lloyd worked as a quantitative analyst at CNBC and co-founded several businesses, including AlgoTech Financial, which focuses on automated algorithmic trading software, and Jennings Java Artisan Coffee Roasters. His experience at CNBC allowed him to work closely with notable Wall Street figures, further enhancing his expertise in finance.

Advocacy and Media Presence

Lloyd is a strong advocate for capitalism, free markets, and small government. He frequently shares his insights on various media platforms, including Fox Business, CNBC, and Bloomberg, and has been featured in major publications like The New York Times and Forbes. His speaking engagements span conferences across the United States, where he discusses economic and investment strategies.

Certifications

He holds the Chartered Retirement Planning Counselor (CRPC) designation and has a Series 65 license, which qualifies him to provide investment advice.

In his personal time, Luke enjoys traveling, playing guitar, and relaxing outdoors with friends.