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Harry Loftus

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Harry Loftus

Wealth Management Advisor, Senior Vice President | Merrill Lynch

Dallas-Fort Worth Metroplex United States, United States

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Harry Loftus

Summary

Harry Loftus is a seasoned Wealth Management Advisor with a deep-rooted passion for helping clients achieve financial independence. With a career spanning over three decades at Merrill Lynch, he combines personal experience with professional expertise to guide individuals and families in their retirement planning. His journey began at a young age when he witnessed firsthand the importance of financial guidance after his father's passing. Harry is dedicated to building long-term relationships with his clients, understanding their unique financial situations, and helping them navigate the complexities of wealth management. He believes that informed decisions today can lead to a secure future tomorrow. Beyond his professional life, he is committed to coaching and empowering others to take charge of their financial destinies.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Harry Loftus

Work Experience

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Wealth Management Advisor, Senior Vice President at

Merrill Lynch

August 1993 - Present

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Harry Loftus

Education

University of Maryland, Bachelor's Degree

January 1981 - January 1986

Frequently Asked Questions about Harry Loftus

What is Harry Loftus email address?

Harry Loftus's primary email address is ************@ml.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Harry Loftus work for?

Harry Loftus is a Wealth Management Advisor, Senior Vice President at Merrill Lynch.

Where Harry Loftus graduated from?

Harry Loftus holds a degree in null from University of Maryland.

How can I directly contact Harry Loftus?

To contact Harry Loftus directly, you can use the email address ************@ml.com. Complete contact information is available upon registration with Muraena.

Who is Harry Loftus?

Harry Loftus is a seasoned Wealth Management Advisor with a deep-rooted passion for helping clients achieve financial independence. With a career spanning over three decades at Merrill Lynch, he combines personal experience with professional expertise to guide individuals and families in their retirement planning. His journey began at a young age when he witnessed firsthand the importance of financial guidance after his father's passing. Harry is dedicated to building long-term relationships with his clients, understanding their unique financial situations, and helping them navigate the complexities of wealth management. He believes that informed decisions today can lead to a secure future tomorrow. Beyond his professional life, he is committed to coaching and empowering others to take charge of their financial destinies.

Harry`s contact details

mail

************@ml.com

Colleagues

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Harvey Snider

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Heather Cleary

Management Trainee/Acting as Branch Manager

Heather Djan

Insurance Agent

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