Episode 176

The Great Wealth Transfer with Jill Lloyd

This week on The Exit: Jill Faherty Lloyd is a financial advisor who is truly influential when it comes to financial advisory for women. Jill shares her experience with liquidity events, the importance of being prepared for them, and what you need to know. Having always worked in predominantly male financial services firms, Jill realized that the industry was not adequately addressing the needs of women investors. She pitched most of the major wealth management firms in New York, but they weren’t interested. This wasn’t enough for Jill, so she found a firm that was excited to let her build out their women’s wealth platform. To find out where Jill has taken her female focused wealth management work, as well as experiencing her own exit, listen to the latest episode of The Exit.

Jill Faherty Lloyd is a full-time Financial Advisor at UBS Financial Services while also being a private angel investor. She is on a mission to inspire women to create agency with their wealth and use their money wisely in a manner that reflects their values. Jill helps women build a strong relationship with their wealth through education, financial planning, socially responsible investing, tax-efficient philanthropic giving, and pre-transaction planning.

LinkedIn: https://www.linkedin.com/in/jillfahertylloyd/

Website: https://advisors.ubs.com/shantzmantione/

Email: [email protected]

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The Exit—Presented By Flippa: A 30-minute podcast featuring expert entrepreneurs who have been there and done it. The Exit talks to operators who have bought and sold a business. You’ll learn how they did it, why they did it, and get exposure to the world of exits, a world occupied by a small few, but accessible to many. To listen to the podcast or get daily listing updates, click on flippa.com/the-exit-podcast/


Steve McGarry

An entrepreneur, content creator, and investor based in sunny Tampa, Florida. In 2015, while living in San Francisco, Steve sold his first fintech startup LendLayer to Max Levchin’s (founder of PayPal) consumer finance company Affirm.

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