Edward J. Loftice

As a financial coach with Montgomery Financial, Ed Loftice is committed to informing retirees and those nearing retirement through personal, one-on-one consultations and workshops he conducts throughout the region. He informs retirees of current information and investment strategies available to them to assist in their pre- and post-retirement planning to help ensure they never run out of assets.

Edward is an Investment Adviser Representative and has passed the Series 65 securities exam, and he holds life, health and disability licenses in Maryland and Pennsylvania.

Ed started his career in financial services in 1997 with The Advantage Retirement Group in Eldersburg, Maryland. While with the company, Ed continued to inform the public about retirement planning by conducting over 1,000 workshops and seminars throughout the East Coast. Prior to his career in financial services, Ed owned and operated a custom home building and remodeling business.

Ed has strong ties to the Sykesville/Eldersburg area since his parents moved the family there in 1973. He still resides in Eldersburg with his wife and dog. His son, daughter, and grandchildren also live in Eldersburg. In his spare time, Ed is an avid golfer and musician. He can be found on most weekends somewhere in the Baltimore area entertaining the crowd with one of his bands.