Cfp® Megan Loftin

Megan Loftin, CFP®, has extensive work experience in the financial industry. Megan currently works at CAPTRUST as a Wealth Client Service professional, where they are responsible for building teams to support advisors in New York and Boston. Megan represents a large number of Wealth Client Service associates and Financial Advisors, and manages over $5.7 billion in assets. Megan is also involved in creating new lines of business, such as a UHNW Bill Pay Service for the Family Office program and an Employee Account Relationship Manager to serve CAPTRUST employees.

Prior to their current role, Megan worked at Cambridge Investment Research, Inc. from 2013 to 2021. Megan held various positions during their tenure, including Senior Director, Director, and Associate Regional Director. In these roles, they led teams, acted as a relationship manager and Home Office Supervisor for multiple offices, represented Advocacy & Supervision leadership on cross-functional teams, and served as a member of Cambridge's Growth Leadership Committee.

Before joining Cambridge, Megan worked at UMB Bank as a Personal Banker II in 2013, at Security Benefit as an Internal Sales Consultant from 2012 to 2013, and at Hancock Investment Services as a Securities Specialist from 2010 to 2012. In these roles, they gained experience in banking, sales, and providing support to financial advisors and clients.

Megan began their career at CAPTRUST as a Research Associate from 2007 to 2010. In this role, they provided holistic investment analysis for high net worth clients, conducted due diligence research, and contributed to process improvements and firm projects. Megan also served as a board member of the CAPTRUST Community Foundation.

Additionally, Megan has experience as a College Program Intern at Walt Disney World in 2005. This internship provided their with valuable skills and insights into the hospitality and entertainment industry.

Overall, Megan Loftin, CFP®, has a diverse and dynamic work history in the financial industry, demonstrating their expertise in wealth management, team leadership, relationship management, and strategic growth initiatives.

Megan Loftin, CFP®, pursued their education beginning in 2003 at North Carolina State University, where they obtained a Bachelor of Science in Business Management in 2007. After a gap in their education, they returned to school in 2021 and completed a Financial Planning Certificate at Bryant University in 2022. In addition to their academic pursuits, Megan Loftin has earned several certifications, including becoming a CERTIFIED FINANCIAL PLANNER™ Professional through the CFP Board in April 2022 and obtaining a Financial Planning Certificate from the Boston Institute of Finance in March 2022.