Harry Loftus
Wealth Management Advisor, Senior Vice President at Merrill Lynch
Based in Dallas-Fort Worth, United States
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Seniority
Director
Department
Finance & Accounting
Location
Dallas-Fort Worth
Industry
Financial Services
Company size
35K
Contact information
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h•••••••@ml.com
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Background
About Harry Loftus
My passion is helping people save and invest for their retirement in order to achieve financial independence for themselves and their families. From the age of 18 I knew I wanted to be a Financial Advisor. My father passed away the first semester of my freshman year of college, and my mother needed help understanding how to best manage our family's meager finances. We met with a Merrill Lynch advisor who became a partner to our family. As a Wealth Management Advisor, I'm about building long-term relationships, coaching you toward retirement, and helping you enjoy it once you arrive. Understanding your financial situation, preferences, and goals will help me to help you. One decision can change your life. Make the decision now to save and invest for your retirement. I help people achieve financial independence. You can do this, and I can help you.
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