Lloyd Wilton

Dynamic Program Manager with extensive experience at Los Alamos National Laboratory, excelling in partner relationships, financial management and strategic planning. Motivated and detail-oriented financial professional with a strong foundation in personal finance, and interpersonal communication. Currently pursuing CFP certification with a passion for helping individuals and families achieve financial security and long-term wealth goals. Skilled in budgeting, financial analysis, and retirement planning concepts. Known for strong communication skills, ethical standards, and a genuine desire to build enduring client relationships. Eager to contribute to a dynamic financial advisory team while continuing to grow professionally in the financial planning industry.

2018, 2019 4A NMAA Tennis District 2 Coach of the Year

2005 - 2009 NCAA Academic All-American

• PMP - Project Management Professional

I was honored with the distinguished mentorship award at LANL for mentoring a junior colleague for 2 years. The greater satisfaction I received from this honor was not the award itself but the continual gratification witnessing this person achieve an extraordinary career and become a distinguished leader, coach, and mentor.