Carrie Loftis

As a Client Experience Associate, Carrie is dedicated to delivering exceptional service and creating a positive experience for every client. She joined the financial services industry after a successful three-year career in banking, seeking a new opportunity where she could continue helping others and building meaningful relationships.

Carrie takes pride in providing white-glove customer service by listening carefully to each client’s needs, addressing questions and concerns promptly, and ensuring every interaction is handled with care and professionalism. Her calm demeanor and attentive approach help clients feel heard, valued, and supported throughout their experience.

Outside the office, Carrie enjoys spending quality time with her family and grandchildren, maintaining an active lifestyle, and attending live music events. She also loves spending time with her two pets, Tango and CoCo.