Michael Loftus Email & Phone Number

Bethany Beach, De

Spurred by a desire to offer top-notch and individualized service, Michael Loftus left the comforts of corporate America in 2010 to start Loftus Wealth Strategies, a boutique wealth management firm working with no more than 100 households to facilitate superior service and sound advice with a personalized touch.Michael is a seasoned and well-tested professional with over 30 years of business experience, with 25 of those in the financial industry. He’s held senior level positions managing sales, marketing and national account teams for multi-billion-dollar financial institutions and has worked closely with several top money management firms. Making the switch from corporate side was not an easy one, from having many resources, to budling a business from scratch. But Michael jumped in to make sure he had the best technology, Financial Planning and Investment processes and more. This learning curve continues today, as Michael wants to ensure a top-notch experience for all of his clients. That is why he is constantly working on his processes, making sure he delivers for his clients. His dedication to educate and communicate is what drives him everyday.

Bethany Beach

Helping Financial Services Companies in Sales, Marketing and National Accounts with achieving and or exceeding their goals.We are also helping small businesses to better define their goals, gain clarity and market their business in todays quickly changing environment.

American Realty Capital is an advisor and leading organization in the triple net lease business. We are currently offering note programs, DST products, and a 1.5 Billion dollar REIT through Independent & RIA Advisors. My involvement includes Sales, Marketing and National Account development

Responsible for sales in the Independent, RIA, DCIO and Sub-Advised channels. This combined effort had a run rate of 10 Billion/Year

Was responsible for all aspects of the Seasons Variable Annuity, which included Sales, Marketing, budgets, etc. Ran National Accounts/Relationship Mgmt. for all products, all channels. Final responsibility was Head of Strategic Sales and Marketing Initiatives for all products, all channels.