Mesan earns law degree and national recognition

Dawn Lloyd

Dawn Lloyd

Dawn Lloyd CFP, CRPC, JD – 2014 Top Ten Business Women of the Year by the American Business Women’s Association. [Submitted photo]



Posted: Saturday, December 27, 2014 12:15 pm

Mesan earns law degree and national recognition

By Trevor Godfrey, Tribune

East Valley Tribune

While many recent graduates are out hunting for jobs, one Mesan is applying her new law degree to her existing practice as a financial planner to better serve her clients.

Dawn Lloyd, president of Lakritz and Lloyd Wealth Management, completed her Juris Doctor earlier this month. Lloyd has worked in the finance industry for over 25 years. From her start as assistant to an internal security investigator to real estate appraiser, to mortgage loan officer, her experience in banking runs the gamut. Now she is a certified financial planner with the chartered retirement planning counselor designation.

What Lloyd said she really enjoys is helping others solve their dilemmas and manage their money wisely. Being a mortgage loan officer put her in a lot of rough spots, she said, often explaining to people why they couldn’t borrow money to buy a home. Financial management lets her stay on a more positive side of finance.

Now, Lloyd aims to improve her current offering by adding legal services, something she said is needed when working with clients.

“I’ve seen as a financial advisor … there’s a big disconnect between estate planning and financial planning,” she said, “I’ve found a need for clients to get estate planning done.”

Tired of urging, and in some cases even physically taking, clients to see an attorney and straighten out their legal affairs, Lloyd said it made more sense to simply go back to school and gain the skills and qualifications necessary to offer those much needed services herself. Now she can help clients directly with trusts, wills, powers of attorney, etc.

In October, she was named a 2015 Top Ten Business Woman by the American Business Women’s Association. ABWA Executive Director René Street said in a press release the members of the top 10 are women who, “strive for excellence in their careers, their communities and in the association.”

“It was amazing,” Lloyd said. “There was an application process and you had to answer a lot of questions about yourself. It is quite an honor to receive this.”

Lloyd is also the 2014-2015 President of the Tempe Charter Chapter of the ABWA, which was founded in 1971.

Founding her own firm with business partner Gloria Lakritz has been an extremely successful operation, serving some 200 clients in since it opened in 2013. Lakritz and Lloyd Wealth Management also prides itself on giving back the community, with a list of organizations including Zonta International, YMCA, Dress for Success-Phoenix, and local homeless shelters. Lloyd is a past president and currently the webmaster for the Zonta Club of Phoenix/East Valley. She also serves as the clubs District Nine Public Relations Chairman, covering Arizona, California, Nevada, Hawaii, and Utah.

Going to law school part time while trying to manage a new business in the turbulent economy was quite, challenging, Lloyd admitted, but she still managed to make the dean’s list and accomplish her lifelong goal of becoming a lawyer.

Contact writer: (480) 898-6581 or tgodfrey@evtrib.com. Follow him on Twitter at @trevoregodfrey.

 

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