HarvestwealtH Partners - Lloyd H. Dotson, CFP

CONGRATULATIONS!
Back 2 Back 2 Back!
CERTIFIED FINANCIAL PLANNER^™Professional and Senior Managing Partner, Lloyd H. Dotson, CFP^®, CRPC^®, was recently recognized by the Consumers' Research Council of America of Washington, D.C., in their *"Guide To America's Top Financial Planners" 2008, 2009 and 2010 Editions.

*The Consumers Research Council of America uses a point value system in the nomination process. The criteria used and assessed include the following: years in practice; training, education and continuing education; membership in a professional financial association; one course of study in a financial certification and receipt of certification on a professional designation. No fee is paid.

Senior Managing Partner -- Wealth Strategies
888.754.4567 ext. 102
lloyd@harvestwealthpartners.com

That the group was created with a team concept somehow seems perfect. Growing up in Southwest Florida, Lloyd learned to play football from the time he was 8 years old. He was also taught the importance of academics. He went on to receive his bachelor's degree from Brown University of the Ivy League and play for a number of different football leagues before starting his career on Wall Street. These life experiences taught him the skill and values --- patience, perseverance and thinking on your feet --- that come into play on a daily basis with clientele. Those life lessons drive him personally, too. Be it on the gridiron, traveling with his wife, Allyson and two children, Clark and Kendra, or coaching young kids in the area, he still holds fast to the same core principles that characterized his youth and were instrumental in the creation of the group.

Lloyd is a CERTIFIED FINANCIAL PLANNER^™ Professional, as well as a Chartered Retirement Planning Counselor. He is a professional member of the Financial Planning Association as well as the Estate and Tax Planning Council. As an Investment Adviser Representative of Commonwealth Financial Network, his areas of concentration include comprehensive financial, liability and estate tax planning and he is consistently regarded as a top advisor in these areas. He once held a summer job wrestling alligators in the Everglades in front of tourists.