Financial Writer Services

Gary Lofstrom, financial writer

Gary Lofstrom has extensive experience as a financial writer

Gary Lofstrom is an accomplished financial writer and financial communicator. Financial service organizations of many kinds and sizes turn to Lofstrom & Company for expert marketing communications services from a provider that knows how to speak the language of the financial services industry.

Gary Lofstrom started his marketing communications career in the bank card division a large regional bank. Financial communications assignments included writing direct marketing copy for bank card solicitations (Visa and MasterCard) and re-writing the truth-in-lending documents into “plain English.” Additional experience at this bank included designing survey instruments for marketing research studies, implementing the surveys and summarizing the findings.

In addition to the lending aspect of financial services, Gary Lofstrom gained experience in the insurance, financial planning and investment sectors while working in the marketing division of a 60+ year-old investment company, Waddell & Reed. Additional financial service related communications experience was gained while serving as the director of marketing for a Big 4 accounting firm practice office.

Today, as an independent communications consultant with more than 15 years experience, Gary Lofstrom specializes in serving financial service and professional service organizations.

Lofstrom & Company financial service clients include:

  • Banks
  • Investment Advisors
  • Asset Managers
  • Financial Planners
  • Investment Research Providers
  • Broker/Dealers
  • Mutual Fund Companies
  • Insurance Companies
  • Accounting Firms/CPAs

Click to see samples of Gary’s financial writing and financial services marketing.

Read blog post about FINRA and social media usage by financial service professionals.