In financial services, as in any business, a reputation for quality service and integrity is earned by creating satisfied, knowledgeable clients. Mark Loftus strives to serve his clients well by developing appropriate investment and retirement strategies for individuals and businesses. His years of experience in the industry have given him keen insight into some of the most effective ways to help his clients meet and exceed their many financial objectives. Mark has developed a number of very comprehensive portfolio strategies over many years in helping their clients seek quality risk-adjusted rates of return, while remaining diligently focused on each client’s specific goals and investment objectives.
Prior to joining Raymond James in 2018, Mark was an Executive Director with Morgan Stanley starting in 2009. Prior to that, he spent 11 years with Wachovia Securities, where he held the title reserved for Financial Advisors who have exhibited the highest ethical standards, achieved production criteria, and demonstrated outstanding client service. Mark spent the first 11 years of his career as a financial advisor with Morgan Stanley Dean Witter. As part of his commitment to serving his clients, he completed a two-year Senior Executive program at the University of Pennsylvania’s prestigious Wharton School. In addition, he holds the CERTIFIED FINANCIAL PLANNERTM certification and completed its education requirements at the College for Financial Planning. Mark is also a graduate of Northern Illinois University with a Bachelor’s Degree in Organizational & Corporate Communications.
When away from the office, Mark is an avid Chicago sports fan who also enjoys cooking and attending concerts and the theatre. He supports and volunteers his time to a variety of charities and organizations. Mark is married and he and his wife Patty have two grown sons. Mark holds the following securities registrations and licenses:
Securities Agent: AZ, CA, CO, FL, GA, IA, IL, IN, MA, MD, MI, MN, NE, NJ, NV, NY, OH, OR, SC, TN, TX, VA, WI, WY; General Securities Representative; Investment Advisor Representative; Managed Futures
CA License#: 0C83705
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.