portrait of Robin L Wellings Loftus
FINANCIAL ADVISOR

Robin L Wellings Loftus

CFP®, AAMS™, RLP®
502 E Broad St, Fuquay Varina, NC 27526opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Insurance & Annuities

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

  • RLP®

    Registered Life Planner®

Personal Interests

  • Spending Time with Family
  • Social Responsibility
  • Reading
  • Pets
  • Gardening

Team Members

  • Amber Honeycutt
    Registered Branch Associate

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri By Appointment Only
Sat Closed
Sun Closed

Phone

(919) 552-8077

Fax

(877) 354-0204

Office Address

502 E Broad St
Fuquay Varina, NC 27526opens in a new window

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