Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

The Team Approach

"Building Your Roadmap"

Investment Advisor Representative 

Advisor Managed Portfolio & Risk Management

Complex Financial Planning

With 50 years of combined experience, Merle JonesWilliam Lockwood and Shawn Manuel have joined together to create the Ultimate Retirement, Risk Management and Financial Planning Team which continues to benefit our clients even in an unstable market.

Together They Provide:

  • Holistic Financial Planning
  • Analysis of your Financial Foundation
  • Evaluation of your Retirement Goals
  • A Complete Risk Assessment
  • Hand-Crafted Portfolios
  • Estate and Legacy Planning