Donna Lloyd

OJAI BRANCH - OPERATIONS MANAGER, FPQP®

Donna Lloyd has worked in the financial industry since 1981. She started at an insurance company right out of high school and moved to a financial advisory firm in 1987. She currently is a Financial Paraplanner Qualified Professional™ and Branch Office Manager in the Ojai Integrity Wealth Advisors office. Donna loves working in this field and enjoys interacting with our clients. She is highly active in the Ojai community. She serves on the Board of Directors of the Ojai Valley Chamber of Commerce and the Ojai Valley Woman’s Club. She volunteers for the Ojai Unified School District and the Ojai Music Festival.

Donna has lived in Ojai since 1967 and currently owns a home in Meiners Oaks with her husband Robert and their dog Demi. Donna holds licenses to sell life insurance, fixed annuities, and Long-Term Care. She is also a Notary Public. During her free time, she likes to read, walk their dog, try new food and wine, and travel!

The IWA Team

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Our Core Values

THOUGHTFUL INDEPENDENT FIDUCIARIES

Our clients have placed us in a position of trust and we take that duty seriously. As fiduciaries for our clients, it means we follow a high fiduciary standard of care that requires us to put your interests above our own.

YOU CAN TRUST THAT WE WILL ALWAYS:

  • Act in your best interest
  • Be transparent about costs and fees associated with our services
  • Disclose any conflicts of interest that may be present when providing recommendations
  • Help you understand all of the options available to you
  • Provide prudent investment advice
  • Avoid high cost or high commission products
  • Be truthful with you about the risks you take when investing

If you are worried that the advisor you are currently working with may not be acting in your best interest, schedule a meeting with us and get a second opinion. The initial consultation is complimentary and it may help put your mind at ease.

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