Opus Financial Advisors, Inc.

Nina Lloyd is President and CEO of Opus Financial Advisors, Inc. in Statesville, NC, with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Opus Financial Advisors since 2012, including a prior role at FSC Securities Corporation. Outside of her advisory work, she is owner and president of Lloyd Grading and Utilities, Inc., a corporation involved in non-investment activities. Opus Financial Advisors serves individual and institutional clients, including high net worth individuals and retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm employs an asset-allocation driven approach and offers a range of advisory services through both discretionary and non-discretionary strategies.

James Staples is a CFP® with 42 years of experience in financial advising. He is president of Opus Financial Advisors, Inc. and has worked with the firm since 1982. Prior to joining Osaic Wealth, Inc. in 2023, he spent 40 years at FSC Securities Corporation. Staples serves on the boards of local nonprofit organizations, including Children’s Homes of Iredell County and the Iredell Statesville Schools Bible Association. Opus Financial Advisors serves individual and institutional clients, including high net worth individuals and pension plans, offering portfolio management, financial planning, and retirement consulting. The firm employs an asset-allocation driven approach with a variety of managed portfolio options and combines advisory services with licensed activities such as real estate brokerage and accounting.

Janna Deegan is a financial advisor at Opus Financial Advisors, Inc. in Statesville, NC, with 10 years of industry experience. She holds a Series 66 designation and has worked at Opus Financial Advisors since 2015, including roles at Osaic Wealth, Inc. and FSC Securities Corp. Deegan is also a licensed insurance agent and a North Carolina notary public. Opus Financial Advisors serves individual and institutional clients, including high net worth individuals and pension plans, providing portfolio management, financial planning, and retirement consulting. The firm employs an asset-allocation driven approach with advisor-managed portfolios and access to third-party money managers, combining advisory services with licensed activities such as real estate brokerage and accounting.

Nilsa Daniel is a financial advisor with Opus Financial Advisors, Inc. in Statesville, NC, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at Osaic Wealth, Inc., FSC Securities Corporation, Morgan Stanley, and Fidelity Investments. She is also a licensed notary public and occasionally notarizes documents. Opus Financial Advisors serves individual and institutional clients, including high net worth individuals and pension plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs an asset-allocation driven approach with a range of managed portfolio options and provides services on both discretionary and non-discretionary bases.

Lisa Fox is a financial advisor at Opus Financial Advisors, Inc. in Statesville, NC, with six years at the firm and a total of three years of industry experience. She holds a Series 66 designation and has prior experience with Osaic Wealth, Inc. and FSC Securities Corporation. Outside of advisory work, she serves as a notary public and is a board member of the Greater Statesville Chamber of Commerce. Opus Financial Advisors serves individual and institutional clients, including high net worth individuals and pension plans, offering portfolio management, financial planning, and retirement consulting. The firm employs an asset-allocation driven approach and provides services through various managed and model portfolios, combining advisory services with licensed activities such as insurance and real estate.