INVEST is one of four firms in the National Planning Holdings Inc. independent broker-dealer network, and is a full-service brokerage firm serving registered representatives in independent offices and financial institutions nationwide.
“We are pleased to welcome Jeremy to the INVEST family of representatives,” said Steve Dowden, president and CEO of INVEST Financial Corporation. “INVEST partners with advisers who share our philosophy, which is to do the right thing by our clients, each and every day. As a financial representative of INVEST, Jeremy will receive the tools and support he needs to build a successful business and meet the ever-changing needs of his clients.”
Loftis will be responsible for establishing Athens Federal’s investment and retirement services division in the Cleveland area and will offer a comprehensive array of financial products to his clients, including mutual funds, variable annuities, brokerage accounts, IRAs, fixed annuities and life insurance.
Loftis has an extensive insurance and financial services background, including field experience with some of the industry’s leading corporations, such as Edward Jones Investments and Farmers Insurance. He earned a bachelor’s degree in economics from the University of Tennessee at Chattanooga in 2005 and currently holds Series 7, Series 63, life and health insurance and property and casualty licenses.
“Athens Federal has offered quality investment and retirement services to its clients for more than 20 years, but we look forward to adding a local presence in Bradley County and providing our Cleveland customers with the highest level of service and expertise in the industry,” said Jeff Cunningham, president and CEO of Athens Federal Community Bank.
“We are pleased to welcome Jeremy to fill that role, and we are confident he will be a valuable asset to Athens Federal and our clients in the Cleveland area.”
“Jeremy will certainly be a welcome addition to our Cleveland office and we expect his knowledge and experience to raise the bar by offering a wide range of products and services to benefit our customers,” said Jay Leggett, Jr., Cleveland city president of Athens Federal Community Bank.
“I look forward to welcoming former clients and building relationships with new Athens Federal customers in the Bradley County area. I invite you to give me a call or stop in to discuss your financial needs,” said Loftis.
Originally from Bradley County, Loftis is married to Kylie. He will work from the Athens Federal branch at 3855 North Ocoee St. in Cleveland. He may be contacted at 423-476-0667 or at email@example.com.
Since 1934, Athens Federal Community Bank has been serving clients in McMinn, Monroe and Bradley counties and the surrounding area. Products and services include personal and business banking and consumer, commercial and home loans.
INVEST Financial Corporation, a subsidiary of the National Planning Holdings Inc. independent broker-dealer network, is a full-service broker-dealer based in Tampa, Fla.
NPH is an affiliate of Jackson National Life Insurance Company, one of the largest life insurance companies in the United States.