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Daniel Lockwood, CFP®, CRPC®, CMFC®, AIF®

Lockwood Wealth Management of Steward Partners

Member profile details

Membership level

Season Pass Membership

First name

Daniel

Middle Initial

Last name

Lockwood, CFP®, CRPC®, CMFC®, AIF®

Title

Partner

Company Name

Lockwood Wealth Management of Steward Partners

Company Logo

Website

www.lockwoodwm.com

Office Address

545 Lincoln Avenue, Suite 15

City

Winnetka

State

Zip Code

60093

daniel.lockwood@stewardpartners.com

Phone

847.999.6481

Fax

847.999.6488

Profile Photo

Bio

Dan has more than 20 years of experience in the financial services industry and established Lockwood Wealth Management of Raymond James in November 2017. He was drawn to Raymond James due to the firm’s culture of independence that allows him to offer objective investment advice that is in the best interest of his clients. It fit well with Dan’s own deeply held belief that a client’s needs must always come first. Another plus was having access to Raymond James’ extensive resources and subject matter experts in all areas of wealth planning.

Profession

Estate/Financial Planner

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