Steven Lloyd

Client Service Advisor

With a diverse background in the financial and wealth management field, Steven has gained the expertise to excel as a Client Service Advisor with Innovia Wealth. Easily adjusting to changing circumstances, he believes his adaptability will allow him to grow while making a significant impact as part of the team.

Steven graduated from Grand Valley State University where he studied Finance and Marketing and played college basketball. He began his career in financial planning with Northwestern Mutual, as a 2-year intern resulting in full-time employment. From there he transitioned into private equity as an Investment Analyst for OA Private Capital.

Personal connections drew Steven to Innovia, but introductory conversations with various professionals at the firm left a lasting impression on him. He knew it was in the area of work that he was seeking and was immediately impressed with their positive and genuine culture.

Steven has been coaching the Grand Valley State Women’s Club Basketball Team for the last three years. His team made it to the 2024 national championship held in Pennsylvania following their best season in program history. Steven stays active himself through league basketball, weight lifting, and warm-weather running.