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As a Wealth Advisor, Investment Strategist, and Chartered Retirement Planning Counselor™ (CRPC®) Luke Lloyd is dedicated to improving clients’ financial paths and helping them achieve investment goals. Armed with an analytical mind and a background in mathematics, Luke is particularly adept at analyzing stock market trends through technical and fundamental analysis. He prides himself on being an extremely well-informed investment advisor, financial planner, and wealth manager, guiding clients towards their financial goals through retirement planning and portfolio returns.

Luke comes to Strategic Wealth Partners from CNBC, the world’s leading business news channel, where he worked as a quantitative data analyst performing financial market research for the daily CNBC reports and working closely with data analytics. During his time at the New York Stock Exchange, Luke worked side-by-side with floor traders and prominent Wall Street figures. You may recognize Luke from his appearances on Fox Business, Yahoo Finance, TD Ameritrade Network, Bloomberg, and Cheddar. His expertise has been sought by publications like New York Times, NBC News, Barron’s, Money magazine, Kiplinger’s, Vox, and U.S. News & World Report, among others. He co-hosts The Young Guns podcast and video series with Strategic Wealth Partners’ Chartered Retirement Planning Counselor and Wealth Advisor, Joe Rudnicki. With their engaging banter, they discuss in real terms how people can secure their financial future.

Luke holds degrees in mathematics, economics, and business management from Muskingum University. This triple major makes Luke uniquely qualified to help his clients’ achieve their goals for retirement and building wealth.

Luke is actively pursuing CFA® and CFP® designations. In whatever free time he has, Luke enjoys traveling, playing the guitar, and America’s number one pastime: baseball. He can also be found relaxing outside with a bourbon in hand or smoking a cigar with his friends.