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Nina Staples Lloyd

Nina Staples Lloyd

President & Chief Executive Officer

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

Chartered Retirement Planning Counselor SM

Nina's unique 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 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 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's hard work and dedication is getting noticed.  InvestmentNews has recognized her as a 2019 40 Under 40* Honoree. She was chosen from a pool of 1,000+ nominees nationwide by a panel of reporters, editors and other representatives of InvestmentNews, to make a list of 40 talented individuals selected based on their level of accomplishment, contribution to the financial advice industry, and leadership.  In addition, Nina joined the Triangle Business Journal’s 2020 class of Women in Business** as a dynamic and outstanding leader with an established track record of significant accomplishments in business and community service.  Specifically, she was named as a Leader in Finance recognizing the mark she's made on the financial industry.     

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.


*The InvestmentNews 40 Under 40 program recognizes and celebrates up-and-comers in the financial advice industry. Each year, the editorial team reviews more than 1,000 nominations to create a list of 40 outstanding financial advisers, or industry professionals supporting advisers, who are 39 or younger. Honorees are judged on their accomplishments, contribution to the industry, leadership and promise. **The Triangle Business Journal Women In Business Program honors women who have proven to be dynamic and outstanding leaders with established track records of significant accomplishments in business and community service.  Third-party rankings and recognition are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.