Choose A Financial Planner You Can Trust:

William Curtis Loomis, III

Certified Financial Planner
A longtime resident of the Shenandoah Valley, Bill Loomis has helped investors plan for their financial future for over 37 years. A proponent of the benefits of financial planning over time, Bill has earned his reputation as a well-respected investment professional. Bill’s believes individual investors have specific financial goals and objectives unique to themselves. By maintaining a long-term view of specific events – such as children’s college education or your own retirement –he attempts to assess risk and reward strategies to match the goals of his clients.

Education:

James Madison University B.S. Management 1973

James Madison University M.B.A. Finance 1976

College of Financial Planning Denver, CO

C.F.P. 1994

Bill’s is involved in the following community programs:

Current Chairman of Rockingham County Planning Commission
Member of BPOE 450
Member of Eagles 1450
VP of Greater Madison
Member Otterbein United Methodist Church
High School and College Football Official

Past President and Board member of Harrisonburg Kiwanis Club
Past Board Member of Harrisonburg Chamber of Commerce
Past President, VP, Treasurer of Spotswood Country Club
Past Chairman of Harrisonburg Rockingham Red Cross for 6 years

William Curtis Loomis, IV

Financial Advisor
Curt was born and raised in Harrisonburg Virginia. When his high school guidance counselor asked him what he wanted to do, he knew it was to follow in his father’s footsteps. He says It feels as if he ‘grew up’ in the financial industry. In 2000 he joined the world of financial planning. In 2010, he and Bill had the opportunity to open their own independent office, Loomis Wealth Management. Curt knew this was the best opportunity to provide exemplary service to their clients.

Curt is driven to help people put their money to work and specializes in turning that money into accessible revenue for when you are ready to enjoy your retirement. He prides himself on listening carefully to his clients and teaching them in the simplest terms possible.

He is blessed with two sons and a beautiful wife who is a graduate of EMU. When he’s not in the office, he is raising his boys, enjoying the outdoors, skiing, mountain biking, exploring Massanutten Resort, coaching baseball, and spending time with extended relatives and friends.

Are You Ready To Talk To A Professional Financial Planner?