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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
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Morgan Stanley
Licenses
Timothy P. Lofton holds the following registrations: Securities Agent: AL, AZ, CA, IL, IN, KY, MD, MI, NC, NY, OH, OR, PA, UT, WV;
General Securities Representative;
Investment Advisor Representative;
Investments services are offered through Morgan Stanley Smith Barney LLC, member SIPC.
© 2012 Morgan Stanley Smith Barney LLC.
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CFP CERTIFIED FINANCIAL PLANNER™and federally registered CFP
(with flame design)® in the U.S., which it awards to individuals who
successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .
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