Edward Jones - Financial Advisor: Lloyd Davis, CFP®|ChFC®|CLU®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax-efficient investing

About

Lloyd Davis is a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®) based in Dodge City, Kansas. He provides financial planning and investment guidance to clients in the local area, focusing on retirement preparation, education savings, and tax-efficient investing. Lloyd emphasizes the importance of face-to-face conversations to understand his clients' financial goals. His practice is dedicated to helping individuals and families achieve long-term financial success.

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