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About Us

Leadership Team

Paul Lofties, CFP®, ChFC®

Senior Vice President of Wealth Management and Product Strategy
Senior Vice President, Wealth Management, Ladenburg Thalmann

Paul Lofties, CFP®, ChFC®

Paul leads Securities America’s Wealth Management department, which includes investment and insurance products and income distribution strategy. Paul has a comprehensive background in financial services, a dedication to honesty and hard work, and a desire to help Securities America advisors provide the best to their clients. He joined Securities America in 2003 as a fee-based business consultant and began transitioning to his role in Wealth Management in 2006.

Paul is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the Series 6, 7, 24 and 63 securities licenses.

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