Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.


Most financial advisory organizations offer a wide range of products and technological tools, so what’s makes Opus Financial Advisors different? The short answer is independence, insightful leadership, and our appreciation  for work/life balance.  Independence allows you to write your own story, chart your own course, and set your own goals.  Daily access to local firm leaders sets the stage for success and measurable impact on our firm’s trajectory.  Our partnership with Advisor Group and FSC Securities Corp provides access to industry-leading products, services, and tools you and your clients can rely upon for in each stage of a financial plan.  Our team maintains an unfailing commitment to family—to families we serve and the families of those we work alongside. 

To learn more about Opus, please explore the site. We welcome the opportunity to speak with you in greater detail.   To schedule time with our leadership team, contact Nina Lloyd at or (919) 883-4353.  With offices in Statesville and Chapel Hill, we are uniquely positioned to service the Charlotte Metro and Triangle regions.  

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