President and CEO,
Opus Financial Advisors
- Has mutts, goats, chickens, a horse and two mini donkeys.
- Has never taken her sons to McDonald’s.
- Book club’s official name is “Wine Club with a Book Problem.”
Nina Staples Lloyd, recently appointed CEO and president of her father’s Opus Financial Advisors in Chapel Hill, N.C., believes investing is an art, not a science.
A certified financial planner and chartered retirement planning counselor, Ms. Lloyd has grown assets under management by $70 million in the last five years. Her secret sauce includes creating a custom investment policy statement for each family she advises.
“The document creates guardrails with parameters, such as permitted and prohibited transaction types and asset classes,” she said.
Ms. Lloyd is also an advocate for yearly family meetings to facilitate the amicable distribution of assets for aging clients.
“We not only talk about money,” she said. “We discuss advance medical directives, because end-of-life care creates family division as much as money does,” she said.
Donating a column that’s published in local newspapers, such as the Statesville Record & Landmark, furthers her financial literacy goals.
“I try to write about financial topics in an entertaining way that keeps readers engaged, and makes them eager to read and learn more,” Ms. Lloyd said.
She volunteers with several organizations, including PEO International, which supports women’s education internationally.
— Juliette Fairley