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Independent/RIA Sales Management
Matt Lloyd

Matt Lloyd Matt Lloyd is Chief Investment Strategist, Executive Director Advisor Consulting Group at Advisors Asset Management Inc., a role he has held since 2006.

Mr. Lloyd has over 25 years of industry experience and utilizes his expertise matching the dynamic and evolving political, economic and market trends both globally and domestically to narrow down their impact on the investment marketplace.

His passion is to decipher the often challenging macro events and how these events ultimately affect the individual investor. His insight is offered in his timely blog posts to the AAM website, Mr. Lloyd has made guest appearances on leading business programs such as Bloomberg, FOX Business, CNBC and TD Advisor Network. Also, his commentary regularly appears in Investment News, Reuters, The Wall Street Journal and Forbes.

Mr. Lloyd holds a degree in Economics with emphasis on Business, Math and Psychology from the University of Kansas.

Nick Williams

Nick Williams, CFA® is Executive Director of Internal Sales at Advisors Asset Management, Inc. (AAM).

He began his career at AAM over 10 years ago as a sales consultant specializing in fixed income and portfolio construction and analysis. His sales experience covers a wide range of proprietary and third-party solutions, including Fixed Income, Structured Products, Unit Investment Trusts, Mutual Funds, SMAs, and ETFs. He is currently responsible for building and leading a sales team to distribute Asset Management Solutions into the independent broker-dealer, and RIA channels.

Nick completed his undergraduate degree at Texas A&M, College Station in Agricultural Economics with an emphasis in Finance and Real Estate. He currently holds the Series 7, 66, & 24 FINRA licenses and is a CFA® charter holder.