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 21 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 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 Ironman’s, ten marathons, 50K and a 50-mile ultra-marathon.

Outside of the office, Tim is active in numerous community organizations, serving as both a 2 time past president and current President for the Springboro Chamber of Commerce, and past president of the Springboro Lions Club, both since 1995; active member of the Fairhaven Church and part of the annual Ecuador medical mission’s team; the Anthony Munoz Foundation and other charities.

Tim resides in Springboro, OH with his wife Karrie and their 3 kids, Brynn, Chase, and Bryce.Tim’s other interests include an active schedule with his daughter and Indian Princess’ as well as coaching the kids in soccer and tennis.Tim is also active in USTA & GMVTA Tennis Leagues throughout the year.

Specialties include: Long Range Goal Setting, Small Business and Corporate Retirement Plans, Portfolio Risk Evaluation, Tax Deferral Strategies, Business Succession Planning, Estate, Retirement, and College Planning, Long and short term cash management as well as insurance evaluation and risk mitigation planning.

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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