Lloyd Wong has been in the financial investment industry since 1992 and joined Clifford Swan in 2004. As an Investment Counselor, she provides customized wealth management strategies and fosters strong client relationships, helping clients reach their financial goals through personalized guidance. Lloyd specializes in mutual funds and fixed income, and she has a keen interest in behavioral finance as well.

Prior to joining Clifford Swan, Lloyd served as a Junior Portfolio Manager at Jess S. Morgan in Los Angeles and as a Senior Portfolio Associate at Engemann Asset Management in Pasadena. She was previously associated with J.P. Morgan Chase in Private Banking Investment Management.

Outside of work, Lloyd enjoys spending time with her family and is actively involved in the Pasadena Tournament of Roses, Pasadena Chamber of Commerce, Monte Vista Grove Homes, and the Cathedral Choir at Hollywood Presbyterian Church.