Phil Loftus's Location
Albany, NY, US
Phil Loftus's Work
- Financial Advisor @ Edward Jones
- VP Senior Advisor Consultant @ Franklin Templeton
- Regional VP @ Fisher Investments
- Senior Financial Advisor @ Merrill Lynch
Phil Loftus's Education
- St. Michael's College
Bachelor of Science (Business)
Phil Loftus's Skills
- Alternative Investments
- ETFs
- Municipal Bonds
- Separately Managed Accounts
- Series 65
- Mutual Funds
Phil Loftus's Summary
Phil Loftus, based in Albany, NY, US, is currently a Financial Advisor at Edward Jones, bringing experience from previous roles at Franklin Templeton Investments, Fisher Investments and Merrill Lynch. Phil Loftus holds a Bachelor of Science in Business @ St. Michael's College. With a robust skill set that includes Alternative Investments, ETFs, Municipal Bonds, Separately Managed Accounts, Series 65 and more, Phil Loftus contributes valuable insights to the industry. Phil Loftus has 1 mobile phone number on RocketReach.
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