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Mari Dawn Lloyd, JD, CFP®, CRPC®

Mari Dawn Lloyd,
JD, CFP®, CRPC®

Financial Advisor

480-878-6960

480-383-6880

dawn@summitfinancialsolutions.com

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Summit Financial Solutions

Office: (480)284-6554

430 W. Warner Road

Suite 123

Tempe, AZ 85284

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Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Investment Advisor Representative, 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.