William Lockwood, CFP^®

In 2006 after several years of working for large corporations, Bill decided to leave the corporate world and
work with families to help plan for their financial future and pursue their life-long goals. In 2020 Bill merged
his business with Merle Jones of Jones Investment Group and subsequently purchased the remaining share
of the company in 2023. Bill believes in a collaborative, non-judgmental method of working with his clients
and that successfully reaching your goals is the destination, while emphasizing the need to enjoy the trip
along the way. Through this belief he developed and refined his proprietary 3P FORMula to address the
critical financial events that occur as a client’s life unfolds and their needs evolve.

Bill is a CFP^® professional¹, maintains Series 7 and 66 securities licenses² and his Missouri Life & Health License. Bill also holds an MBA from Washington University in St. Louis as well as a BS in Industrial Distribution and a MS in Management Systems from Clarkson University

Bill resides in Wildwood, MO and is passionate about giving back. Bill is an avid BBQ-er and utilizes his talents to volunteer cook for a military support organization, Special Olympics and various other charity events. Feel free to ask him a BBQ question as he loves to share the “secrets to BBQ success” with his clients. In his leisure time you might find him sailing or working on his 1983 Catalina 25 sailboat.

_{¹ To earn the Certified Financial Planner (CFP) designation, Bill had to complete an approved educational program, pass a rigorous examination, and meet stringent experience requirements. Bill also adheres to a professional Code of Ethics, and he fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends.
² Securities licenses are registered with LPL Financial. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.}