Eric C. Loyd, CFP®®, AIF®®
Eric Loyd received a Bachelor of Science in Accounting in 1990, and obtained his AIF® designation in 2007. Investment fiduciaries who earn the AIF® mark successfully complete a specialized program on investment fiduciary standards of care, demonstrate prudent practices for investment advisors and subsequently pass a comprehensive examination. AIF® designees require continuing education and subscribe to the Fiduciary Code of Ethics.
In 2014, Eric obtained his CFP® certification through the Certified Financial Planner Board. CFP® certification represents a high level of financial planning competency, ethics and professionalism as outlined in the CFP® Board’s Standards of Professional Conduct.Qualifications include academic credentials in the finance and/or economic fields, several years of hands-on financial services experience, and successful performance on the comprehensive CFP® Certification Exam. This exam tests candidates’ abilities to apply financial planning knowledge to real-life situations, including the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance. CFP® professionals are obliged to uphold the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence as outlined in the Certified Financial Planner Board’s Code of Ethics. CFP® certification requires continuing education requirements.
Eric's career in the investment and retirement industry began in May 1993 with Invesco Distributors / AMVESCAP Retirement, Inc. For the next six years he worked with a variety of retirement clients in the company's Midwest and Southeastern regions as a Relationship Manager. In 1999, Eric was promoted to Regional Manager Client Services for the Southeastern region. In that role, he was responsible for over $2.5 billion in client assets. Eric also provided consulting services on all aspects of defined contribution plan management.
In May 2004, Eric joined Advanced Financial Strategists, Inc. as Vice President of Marketing and Chief Compliance Officer. In those roles his primary responsibilities included active management of individual client portfolios, consulting for retirement plans, compliance oversight, client meetings, interfacing with vendors on behalf of clients, creating and delivering advisory presentations, and offering consulting services on a wide range of retirement related topics. All of this was delivered while acting in a fiduciary capacity.
As part of an overall succession plan with Advanced Financial, Eric incorporated AFS Advisors, LLC in 2010 with Keith Sproles, and serves as its President and Chief Compliance Officer. Together, they continue to put their expertise to work for their clients' portfolio management needs.
Eric and his wife Helen have two girls. Everyone enjoys golf and tennis while Eric's younger daughter also plays lacrosse. In addition to these activities, the family enjoys weekends with friends and family watching college football and entertaining through dinners and social events. There is extended family in Atlanta and frequently weekends are spent in the N.C. Mountains or at the beach.