The Financial Advisors Behind Lloyds Intrepid Wealth Management
Our team brings decades of experience in investing, planning, and wealth management to families across The Woodlands and Greater Houston. Get to know the people you'll actually work with.
About Lloyds Intrepid Wealth Management
Lloyds Intrepid Wealth Management is an independent, fiduciary financial advisory firm based in The Woodlands, Texas, serving families throughout the Greater Houston area. Founded by Rob and Chris Lloyd, the firm was built around a simple idea: clients should work with the same advisor from their first meeting through every stage of their financial life, not get passed between departments. Our team combines decades of experience in investing, retirement planning, and wealth management to help families make confident, informed decisions about their financial future.
Rob Lloyd, CFA®
Rob Lloyd, CFA®
President and Chief Investment Officer
Rob Lloyd, CFA® is Chief Investment Officer and co-founder of Lloyds Intrepid Wealth Management, and author of Central Markets.
Rob has spent over thirty years in the financial industry, working as a trader, analyst, portfolio manager, and wealth manager with firms including Invesco, CCM Opportunistic Advisors, and Merrill Lynch. At Invesco, he served as lead portfolio manager for the AIM Summit and AIM Constellation Funds, managing approximately $5 billion in assets. Before his career in finance, Rob served eight years in the U.S. Navy as a Naval Flight Officer flying the S-3B Viking. For his complete background, visit his LinkedIn profile.
Rob holds a B.B.A. in Management Information Systems from the University of Notre Dame and an M.B.A. from the University of Chicago, and is a Chartered Financial Analyst.
Chris Lloyd, CFP®, AAMS®
Chris Lloyd, CFP®, AAMS®
Vice President and Senior Wealth Planner
Chris Lloyd, CFP®, AAMS® is Vice President, Senior Wealth Planner, Portfolio Manager, and co-founder of Lloyds Intrepid Wealth Management. He is a NAPFA Registered Financial Advisor and works directly with families throughout The Woodlands and Houston on retirement planning, wealth management, and long-term financial strategy.
Over the past twelve years, Chris has held roles as an analyst, trader, wealth planner, and business developer at Chilton Capital Management, Merrill Lynch, and Lloyds Intrepid Wealth Management. For his complete background, visit his LinkedIn profile.
Chris holds a B.S. in Economics with a minor in Business from Texas A&M University and is a Certified Financial Planner™ certificant.
Brenda Lloyd
Brenda Lloyd
Lead Client Associate and Head of Operations
Brenda Lloyd leads client operations for Lloyds Intrepid Wealth Management, keeping the day-to-day details running smoothly for the families we serve.
Before joining the firm, Brenda worked in GE Capital's Commercial Distribution Finance division in retailer floorplan financing. She's also active in her local parish, most recently serving as assistant office manager for her church's Social Concerns Ministry.
Brenda holds a double major B.A. in Psychology and Business Administration from the University of Notre Dame, along with a dual M.B.A. in International Finance and International Marketing, also from Notre Dame.
Jeffrey Jump
Jeffrey Jump
Vice President of Business Development
Jeffrey Jump leads business development for Lloyds Intrepid Wealth Management, helping new families in The Woodlands and Greater Houston connect with the right financial planning support.
Jeffrey previously held business development roles at Merrill Lynch and Wells Fargo, among other firms.
Jeffrey holds a B.S. in Biological Sciences with a minor in History, along with an M.S. in Field Genetics and Identification, both from Texas Tech University.
What Our Clients Say
Ready to Secure Your Financial Future?
Choosing the right financial advisor in The Woodlands is one of the most important decisions you'll make for your family's future. At Lloyds Intrepid Wealth Management, our experienced advisors work directly with you from your first meeting through every stage of your financial life, so you're never passed between departments or juggling a rotating cast of contacts.
Whether you're planning for retirement, building a long-term wealth management strategy, navigating estate planning, or simply looking for clear guidance on your financial future, our team brings decades of experience serving families throughout The Woodlands and the Greater Houston area. As an independent, fee-only firm, we're not tied to any one product or investment company, which means our advice is built around what's right for you.
Schedule a consultation today and take the first step toward a financial plan built specifically around your goals.
