Dan Loughlin

Dan joins Stratos Private Wealth, after managing Heald Financial Advisors since 2018, where he has been helping clients achieve their financial goals in a ‘client first’ mentality. He will lead our South Jersey office where he takes pride guiding individuals and families on their financial journey.

Dan has a diverse background in financial services, where he spent almost a decade as a wholesaler working with top advisors across the country. He joined Heald Financial Advisors from a leading third-party marketing firm where he was responsible for identifying potential investors, facilitating the due diligence process, and maintaining relationships with investors. Prior to that he was a Regional Director for a boutique asset manager where he was one of the first five salespeople marketing mutual funds, ETFs and separately managed accounts to financial advisors. Managing a multi-state territory, he helped grow the firm’s assets substantially.