Gary Lloyd

Commander
DISC Type : D

Financial Strategist at The Miliare Group

San Antonio, Texas, United States

Overview

Gary Lloyd is a seasoned Financial Strategist at The Miliare Group and a U. S. Army veteran with over 20 years of military experience. He leverages his background in leadership and strategic thinking to provide disciplined, client-focused financial advising, holding a Master of Health Care Administration. Colleagues describe him as professional, committed, and an exceptional team leader.

Deeply passionate about service, Gary dedicates himself to the financial well-being of military families, veterans, and caregivers. He actively supports his community, encouraging participation in local warrior events and emphasizing a team-oriented approach to success. His work is driven by a mission to help people and their families feel secure and taken care of.

Unique fact: A recommendation reveals Garys distinguished military career, where he served as a Lieutenant Colonel.

Personality Overview

Very Quick

Strong-Willed

Decisive

They are not always relationship oriented.  They prefer to be the ones controlling the conversation or defining the terms. They like to move fast and expect the same from others.

Topics They Care About

Veteran Financial Wellness
His entire professional focus is on providing financial guidance and wealth-building strategies specifically for veterans, DoD personnel, and their families.
Legacy Building
A core theme in his messaging is helping families not just manage money, but establish a lasting legacy and financial stability for future generations.
Military Discipline in Business
He frequently draws parallels between military mission readiness and financial planning, advocating for a disciplined, proactive approach to building a successful future.

Media Appearances

Gary has no verified media appearances

Work History

4-2025
Financial Strategist at The Miliare Group
9-2024 - 3-2025
Independent Consultant at Freelance
8-2022 - 8-2024
Business Development Manager at Optum
9-2019 - 8-2022
Senior Business Development Manager at US Army
9-2016 - 9-2019
Senior Business Development Manager at US Army

Education

Education details unavailable from U.S. Army Command and General Staff College
Master of Health Care Administration from Golden Gate University

More Information

Social Presence :

Prographics :

Exp : 11 Location : San Antonio, Texas, United States Job Level : Junior Designation : Financial Strategist at The Miliare Group
URL has been copied!

Insights For Selling To Gary

During A Call Or A Meeting

DO's

  • Make sure that you circle back fast on any action items, it wins their trust
  • When negotiating terms, help them build an impression that they are the ones calling the shots
  • Hold your ground without indulging in one-upmanship

DONT's

  • Do not back off when challenged, respond with a confident, objective answer instead
  • Don’t take too much time in sending them information if they ask for any
  • Don't try too hard to forge relationships with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Gary is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Gary

  • If they decide not to use your product, they will say no clearly.

Insights For Deal Planning

    How fast (or slow) will Gary move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Gary take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Gary

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.