Kimberly “Kim” Loftin has spent more than three decades helping individuals and families build confidence through financial planning and personalized guidance.
As Vice President and Financial Advisor at HomeTrust Bank and Osaic Institutions, Kim focuses on retirement planning and comprehensive money management, supporting clients across The Carolinas, Tennessee, Texas, Georgia, Florida, and Virginia.
Kim is especially passionate about serving successful professionals and businesswomen, including those navigating major life transitions, such as career changes or divorce. She also values building lasting client relationships grounded in collaboration, trust, and open communication.
Kim earned her Bachelor of Business Administration in Business Management and Economics from North Carolina State University.
She began her banking career as a part-time teller during college and went on to hold roles in branch management, relationship banking, and public relations, in addition to a position in business development with the largest family controlled bank in the nation. Prior to joining HomeTrust and Osaic Institutions, she worked with two Fortune 500 advisory firms as a dedicated financial advisor.
A committed leader in the community, Kim serves as an ambassador with Women Business Owners Network of the Triangle (WBON), an ambassador for the Triangle East Chamber of Commerce, and a member of the East Wake Women’s Business Alliance.
She joined HomeTrust Bank in 2026 and holds FINRA Series 7, 63, and 65 registrations, along with insurance licensing.
Outside of work, Kim enjoys spending time with her husband, Pat, and son, Zack, and visiting her family’s lake home on Lake Gaston.
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Investment and insurance products and services are offered through Osaic Institutions, Inc. Member FINRA/SIPC. HomeTrust Investment Services is a trade name of HomeTrust Bank. Osaic Institutions and HomeTrust Bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
The Osaic Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Georgia, North Carolina, South Carolina, Tennessee, and Virginia.
