Carolyn Lloyd-Cohen LLC
contact_top
map

Carolyn Lloyd-Cohen, CLU, ChFC, AEP, AIF® Founder and Chief Executive Officer

973 807 0101 ext 13
carolyn@lloyd-cohen.com

Collette Burnett
Manager of Operations and Client Services

973 807 0101 ext 11
collette@lloyd-cohen.com

Maura Gill
Director of Administrative and
Policy Holder Services

973 807 0101 ext 10
clcadmin@lloyd-cohen.com

Heidi Ruberto
Director of Pension Services

973 807 0101 ext 14
heidi@lloyd-cohen.com

W. Michael McNair, CFA
Director of Investment Services

973 807 0101 ext 16
michael@lloyd-cohen.com

Patrick Turbett
Controller and Chief Financial Officer

973 807 0101 ext 15
bookkeeper@lloyd-cohen.com

Pamela Berardi
Executive Assistant to Carolyn Lloyd-Cohen

973 807 0101 ext 18
Pamela@lloyd-cohen.com

Securities offered through Registered Representatives of NFP Securities, Inc. (NFPSI), Member FINRA/SIPC. Investment Advisory Services offered through Investment Advisory Representatives of NFPSI. NFPSI is not affiliated with Carolyn Lloyd-Cohen LLC or Preferred Pensions LLC.
This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.
bottom