Oppenheimer & Co.
38yrs
Top advisor by experience in Litchfield
38yrs
Based in Litchfield, Connecticut, Jill Lloyd is a fiduciary financial advisor with 38 years of industry experience. Jill joined UBS Financial Services in 2021, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 13 advisors with offices in Litchfield, and one of 12 fiduciaries.
At a glance
Experience38 years (since 1989)
How that compares ?Top 6% by experience nationwide
OfficeLitchfield, CT
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
States licensed ?1 state
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowUBS Financial Services Inc.Current firm
Contact Jill
(201) 352-3000Firm headquarters in Weehawken, NJ. Ask for Jill. Litchfield, CTOffice · Get directions LinkedIn pageUBS Financial ServicesIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jill
Tailored to Jill’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jill
How do I contact Jill?
Call UBS Financial Services at (201) 352-3000 and ask for Jill Lloyd. Jill works from the Litchfield, CT office.
How long has Jill been a financial advisor?
Jill has been in the industry since 1989, about 38 years. Top 6% by experience nationwide.
What licenses does Jill hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jill a fiduciary?
Jill is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jill paid?
UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Jill for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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