Nina Staples Lloyd

BA in Economics, University of North Carolina in Chapel Hill
BA in Environmental Studies, University of North Carolina in Chapel Hill

CERTIFIED FINANCIAL PLANNER^TM
Chartered Retirement Planning Counselor ^SM

Nina's distinct vision for the future of our firm and our industry makes her a natural leader. She works closely with clients across North Carolina and around the country providing attentive, compassionate care while creating and implementing customized wealth management strategies. Nina's practice is rooted in holistic, comprehensive financial planning.  Having worked for years in commercial banking as a Principal Relationship Manager, Nina has educated perspective that is particularly valuable to a client base which includes local business owners and senior executives at area firms. She has consistently served as a financial advisor to other businesses and consumers as they develop and work towards their long term goals. Nina’s passion for her work is a direct result of seeing the impact proper financial planning can have on quality of life for both individuals and families.  

Nina understands the importance of giving back to her community and volunteers regularly at various not for profit organizations. As a part of the Opus Pays It Forward Program, Nina regularly publishes original content and serves as a key note speaker on important financial topics for various organizations and groups. She has served as President of the Woods Charter School Foundation Board, a member of the Chatham Arts Council Board of Directors, and is an active member of PEO International, a philanthropic organization supporting women’s education internationally where she served as President of Chapter AG and the chair of the North Carolina Budget and Finance committee. Nina and her husband, Wesley, are also members of Chatham Community Church. They both bleed Carolina Blue, and love to cheer for the Tar Heels with their sons, Judge and Mattox.