Todd Loughin
Regional Vice President@ Equitable Advisors
Grand Rapids, Michigan, United States
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Todd Loughin is a highly experienced Financial Consultant and Advisor with Equitable Advisors, specializing in 401k rollover strategies, 529 plans, business succession strategies, and financial advisory services. With over 26 years of work experience, Todd has a strong background in helping individuals, families, and business owners maximize their net worth through personalized financial planning processes. He is dedicated to helping individuals, businesses, and business owners maximize their wealth while minimizing tax implications through sound investment and insurance strategies. Todd is also a graduate of the University of Michigan and enjoys cheering for Wolverine sports teams. Outside of Equitable, he enjoys golf and tennis.
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Emails and Phone Numbers

@pga.com
@equitable.com
@blythefieldcc.org
+1 616361****
+1 616304****
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About

As a Financial Consultant and Advisor with Equitable Advisors, I help coach individuals, families, and business owners with a goal of increasing their net worth by properly planning for life events and circumstances. I find passion in helping my clients through a customized and individually tailored financial planning process. My work is centralized on helping individuals, businesses, and business owners accumulate and protect their wealth, while minimizing tax implications through sound investment and insurance strategies. Outside of Equitable, I enjoy spending time with my family and friends. As a graduate of the University of Michigan, I enjoy cheering for all Wolverine sports teams, especially football and basketball. Golf and tennis are activities that I enjoy playing and mentoring with family and friends.

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Work Experience

Illinois,United States

Financial Services

3686
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Todd Loughin's Professional Milestones

  • Project Engineer (1997-01-01~2000-12-01): Delivering successful engineering projects on time and within budget, exceeding client expectations.
  • Financial Consultant (2020-01-01~): Delivered strategic financial solutions to clients, resulting in increased profitability and cost savings.
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Education

Davenport University
Davenport University

Accounting,

Forensic Accounting

2012-2013
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