Terry Lloyd is an experienced financial analyst in tax, transactions, and disputes. He regularly serves as a neutral on financial matters for the FINRA, AAA, and at the request of courts and parties. He is a CPA, CFA, and has an MBA. He has been published widely and spoken to a number of professional and educational groups. His work has taken him throughout the United States, Latin America, and the Caribbean. He has been qualified as an expert in federal, state, and tax courts and other tribunals.