Nina Staples Lloyd
Vice President, Opus Financial Advisors, Inc.
Financial Advisor, FSC Securities Corporation
BA in Economics, University of North Carolina in Chapel Hill
BA in Environmental Studies, University of North Carolina in Chapel Hill
Certified Financial PlannerTM
Chartered Retirement Planning Counselor SM
Nina championed the firm’s expansion efforts in Chapel Hill and continues to lead the Triangle based team. She works closely with clients in 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 unique 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 developed 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 currently serves 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. 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 two young sons, Judge and Mattox.