David Lloyd, Jr., CEPA®
David is a Private Advisor and Senior Vice President with Adapt Partners within the Rockefeller Global Family Office in San Antonio, Texas. He has over 25 years of experience providing comprehensive financial planning advice and investment management services to high-net-worth clients in South Texas and across the United States. Prior to joining Rockefeller, David worked with Merrill Lynch Wealth Management and UBS Wealth Management. Before that, he spent two years working with the international accounting and consulting firm PricewaterhouseCoopers in Monterrey, Mexico. David is fluent in Spanish. He received the Certified Exit Planning Advisor (CEPA®) designation. David enjoys working closely with the client’s other advisors in a holistic manner.
David graduated with a B.A. in Economics from The University of Texas at Austin and holds an M.B.A. in Finance and Entrepreneurial Studies from Babson College in Wellesley, MA. He has served on a number of local boards including the Charity Ball Association of San Antonio, Big Brothers Big Sisters of South Texas, and the Founders Council benefiting the Texas Biomedical Research Institute. He is also an active member of The Texas Cavaliers, San Antonio Estate Planners Council, The Argyle, the San Antonio Country Club, and the Chisholm Trail Heritage Museum in Cuero, TX. David holds Series 7, 63, 65 and 66 licenses and is state licensed for life and health insurance. David lives in Terrell Hills with his wife, Paola, and they have two grown children.
Adapt Partners was named to Forbes Best-In-State Top Wealth Management Teams list for 2024.
The Forbes Best-In-State Top Teams rankings discussed above were designated in January 2024 and last for a period of one year until new rankings are released. Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.