Our Team

I was born and raised in Annapolis, grew up playing every sport, graduated from the University of Maryland and found my way into the financial planning profession right out of the gate…after a few months of living in Costa Rica following college.

Investing and being smart with money was something that was instilled in me from an early age, which I am extremely grateful for. It is what drew me to the world of finance when most people were still trying to figure out what they wanted to do. When I came across the financial planning profession specifically, as opposed to just investment management, I was drawn to the fact that it could help people in a multitude of ways. I knew that was the route I wanted to take – coupling my passion for investing with helping people from a more holistic point of view.

There are many different paths an advisor can choose. I was fortunate to have entered into the independent, fee-only world immediately, which in my opinion provides a level of transparency and reduced conflicts of interest.

However, I was always drawn toward being a business owner and in 2021 decided to make the leap after 9 years at my previous firm. More importantly, I wanted to serve people the way I thought was right, providing the deepest level of care and providing guidance on all areas of ones financial picture. A well constructed financial plan needs to ensure everything is aligned: investments, saving strategy, tax planning, insurance, estate plans and more.

From that desire to provide more and serve clients the way I would want to be served, I founded Crest Wealth Advisors.

Lindsey Lloyd is an Investment Advisor Representative with Crest Wealth Advisors. She graduated magna cum laude from Salisbury University, where she earned her degree in Financial Planning. Lindsey is currently pursuing her CFP® designation and is a member of the Salisbury University Economics and Finance Advisory Board.

Since graduation, Lindsey has specialized in the operations side of the financial planning business, focusing on investment research and managing account transactions. Her interest in the financial planning industry began in high school, when a Certified Financial Planner helped a family member navigate a difficult estate.

Lindsey enjoys trips to Ocean City with her husband, Alex, and their mini dachshund, Phoebe. In her free time, she also loves traveling, listening to live music, and hosting dinner parties for her friends.