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Lydia B

Series 63, Series 66

Lakeland, FL

Charles Schwab

Lydia Boyd is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 22 years of industry experience. Prior to joining Charles Schwab in 2020, she worked at TD Ameritrade and Scottrade. Outside of finance, she owns Boyd Jewelers and serves on the board of the Learning Resource Center, where she participates in governance and fundraising activities. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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