Timothy P. Lofton - Morgan Stanley Financial Advisor - BEAVERCREEK, OH

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Timothy P. Lofton
Senior Vice President
Financial Advisor
Direct: (937) 431-7830
Branch: (937) 431-7800     Fax: (937) 431-7805
Mail: 4380 BUCKEYE LANE, SUITE 200 ,  BEAVERCREEK, OH 45440

Biography

 

With more than 18 years of financial services experience, Tim Lofton is The Cornerstone Group at Morgan Stanley*’s senior member. Tim’s areas of focus are in investment planning and executing estate planning-related strategies.

After receiving a B.S. in business and two conference swim championships at Morehead State University in Morehead, Kentucky, Tim subsequently earned his FINRA series 7, 9, 10, 31, 63 and 66 securities licenses.

Tim served over 14 years as an army officer in the reserves where he earned many awards and commendations. He also had a very successful athletic career after college, competing in over 100 triathlons, plus four Ironmans, ten marathons, and a 50-mile ultra-marathon.

Outside the office, Tim is quite active in numerous community organizations, serving as both a past president and current member for the Springboro Chamber of Commerce and Springboro Lions Club since 1995; member of the Fairhaven Church; sponsoring the athlete of the month for the Springboro High School; and supporting the Warren County Humane Association, SIDS of Cincinnati, the Leukemia and Lymphoma Society, the Anthony Munoz Foundation and other charities. His other interests include mountaineering, biking, tennis, weight lifting and international travel.

Tim resides in Springboro, OH, where he spends time coaching his 5 year old daughter, Brynn, in soccer, and trying to keep up with his 3 year old son, Bryce.


Morgan Stanley*
4380 Buckeye Lane, Suite 200
Beavercreek, Ohio  45440
Direct: 937-431-7830
Toll Free: 888-251-2124
E-Fax: 513-672-9658
timothy.lofton@morganstanley.com  


Years Registered: 17
Years At Morgan Stanley*: 1




Click here to see Timothy P. Lofton's licenses and state registrations.

*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

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The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.

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