Dan Loftus is a Financial Advisor and Portfolio Manager with the Lewis Rosenwald Loftus Group at Merrill Lynch Wealth Management in Doylestown, PA. Dan has over 20 years of financial industry experience, most of it at Merrill. Dan is a CERTIFIED FINANCIAL PLANNER® professional and he holds the Certified Investment Management Analyst® designation.Dan is a Central Bucks West graduate, earned a degree in Finance from the University of Scranton, and completed his MBA at LaSalle University. Dan was captain of the Men’s NCAA Basketball Team during his playing career at Scranton. Dan lives in Doylestown, PA with his wife, Ellen, and their three children. Ellen is an elementary school teacher in the Central Bucks School District. Dan is an avid runner, enjoys coaching his children’s basketball teams, and is active volunteering in the community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
