Edward J. Loftice

Edward J. “Ed” Loftice is an Investment Adviser Representative and financial coach with Montgomery Financial. Based in the firm’s Eldersburg, Maryland office, Ed works with retirees and those approaching retirement through one-on-one consultations and educational workshops throughout the region.

Ed focuses on helping individuals better understand the investment and retirement-planning considerations that can affect their financial lives before and during retirement. His approach emphasizes education, thoughtful planning, and helping clients make informed decisions based on their goals and circumstances.

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 began his career in financial services in 1997 with The Advantage Retirement Group in Eldersburg, Maryland. Over the course of his financial-services career, he has conducted more than 1,000 workshops and seminars focused on retirement planning throughout the East Coast.

Before entering financial services, Ed owned and operated a custom home building and remodeling business.

Ed has strong ties to the Sykesville/Eldersburg area, where his family has lived since 1973. He continues to live and work in the area, and his children and grandchildren also live nearby.

Outside the office, Ed is an avid golfer and musician and can often be found performing with one of his bands in the Baltimore area.