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Beth Lofgren

Financial Services

I enjoy partnering with my clients as their financial advisor. Prior to my time with Edward Jones, I worked for over 15 years as a clinical hospital pharmacist.

Using an established process, I build customized financial strategies for my clients that are designed to achieve their unique goals. I take the time to truly listen to my clients and gain an understanding of what is important to them. Once the strategies are implemented, I maintain regular contact with my clients to inform them of any developments and address any needs or changes in their situations. In order to provide a comprehensive service, I confidentially collaborate with my clients' CPAs and attorneys, as well as my own team of professionals.

I am proud to serve a wide variety of clients. I work with the individual investor just starting out and also with multigenerational families to develop wealth transfer strategies. I also enjoy working with small business owners, with whom I create strategies to help with business succession, asset growth, tax strategies, and wealth transfer. No matter the situation, my clients are assured that I will work tirelessly to help them achieve their goals confidently and comfortably.

As a second-generation financial advisor, I have seen the impact that a financial advisor has on the lives of clients and also the impact that clients have on a financial advisor. I am thankful for the opportunity to build my business with meaningful relationships with my clients.

Outside of my role with Edward Jones, I enjoy competitive road cycling and mountain biking with my husband. We have two children, Lucas and Annalise, and two dogs that we adore.

Financial Advising

Contact Information

Edward Jones

1726 Gunbarrel Rd Suite 150, Chattanooga, Tennessee 37421


1726 Gunbarrel Rd Suite 150, Chattanooga, Tennessee 37421

Contact Edward Jones