William Lockwood, CFP®
Chief Investment Officer
In 2018, Bill joined our "Ultimate Retirement, Risk Management and Financial Planning" team as the portfolio manager for our Advisor Managed Accounts. With his “Dynamic Risk Management” concept, Bill shares his experience and education to help our clients pursue their retirement goals through risk management in a fee-based platform.
Bill started in Financial Planning in 2006 and holds FINRA Series 7 and Series 66 registrations through LPL Financial, as well as Life, Health, and Variable Annuity Insurance licenses in many states. In addition, Bill is a CERTIFIED FINANCIAL PLANNER™ professional. Bill’s education includes an MBA in Finance from Washington University's Olin School of Business as well as an MS degree in Management Systems and BS degree in Interdisciplinary Engineering and Management from Clarkson University.
Bill's previous career experiences include Marketing/Product Management, Engineering, Purchasing, Quality Control and Technical Sales. In addition, he owned and operated his own retail business. Bill resides in Wildwood, Missouri and enjoys sailing and outdoor activities. He is also a BBQ enthusiast and enjoys sharing his “secrets to successful BBQ.”