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



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

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.

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

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