Megan Loftin
- Role
- Wealth Client Service at CAPTRUST
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Megan Loftin
Megan Loftin is a Private Wealth Advisor based in Raleigh, NC. Megan joined…
Experience
Wealth Client Service
Jun 2021 — Present
Building teams to support advisors in New York and Boston, representing 16 Wealth Client Service associates, 29 Financial Advisors, and 5.7billion in assets. Creating new lines of business such as a UHNW Bill Pay Service for our Family Office program, and an Employee Account Relationship Manager to service CAPTRUST employees at all levels of the firm. Serving with the CAPTRUST Community Foundation as the Board of Directors Secretary and as a frequent volunteer working to enrich the lives of children in our community.
Skills
- Financial Services
- Sales
- Retirement Planning
- Series 24
- Financial Advisory
- Leadership
- Management
- Securities
- Investments
- Mutual Funds
- Spin Selling
- Alternative Investments
- Series 63
- Series 7
- Public Speaking
- Portfolio Management
- Salesforce.com
- Investment Advisory
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