Home
About
Our Team
Contact Us
Client Login

Mari Dawn Lloyd, JD, CFP®, CRPC®

Mari Dawn Lloyd,
JD, CFP®, CRPC®

Financial Advisor

480-878-6960

480-383-6880

dawn@summitfinancialsolutions.com

Contact

Office: (480) 284-6554

430 West Warner Road

Suite 123

Tempe, AZ 85284

support@summitfinancialsolutions.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
Latest Articles
All Videos
All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Summit Financial Solutions are not affiliated.

Investment products and services, and fee-based advisory services are available to residents of all 50 states, and the District of Columbia.

We are licensed to sell insurance products in the following states: AZ, CA, IN, IO, MD, MI, NM, MT, PA, TX, UT and WA.

Cambridge’s Form CRS (Customer Relationship Summary)