John Walker

John Walker brings over thirty years of legal and financial expertise to the Lloyd Financial team. He holds undergraduate degrees in Finance and Real Estate from the University of Cincinnati, a JD from Ohio State University, and an LL.M. in Taxation from New York University. His diverse background uniquely positions him to provide comprehensive advice that bridges the worlds of law, finance, and taxation.

Licensed to practice law in Texas, New York, and Ohio, John is a valued member of the American Association of Attorney CPAs (AAA-CPA), reflecting his commitment to integrating legal and financial strategies. He is a licensed insurance professional in the great state of Texas, and is a Certified Exit Planning Advisor (CEPA). John specializes in guiding clients through complex business transitions and succession planning.

Here at Lloyd Financial, John’s extensive experience enhances our ability to deliver personalized, strategic solutions for tax planning, financial management, and business transitions. His approachable, professional manner ensures clients receive tailored guidance designed to meet their unique financial goals and challenges.