Gary Lloyd in

Gary Lloyd

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Financial Strategist at The Miliare Group
📍 San Antonio, Texas, United States

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.

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Experience
11 Years
Current Role
Financial Strategist
Job Level
Junior
Location
San Antonio, Texas, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Gary cares 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.
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Career

Work history

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

Media appearances

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

DISC profile (public)

DISC behavioral profile

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