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Top Wealth Management Exec Leaves Securities America Paul Lofties, who had been with Securities America since 2003, left the firm in December, and plans to join an advisor coaching and consulting firm.
Paul Lofties, senior vice president of wealth management for Securities America and its former parent company Ladenburg Thalmann, left the firm in December of last year. He plans to join a wealth management coaching and consulting firm, which he could not yet name, in a part-time capacity in the next few weeks.
“It’s going to allow me to more directly work with financial advisors and have better control of my time,” Lofties said.