David Lockman Email & Phone Number

Independence, Oh, Us

Us

➤ WHAT I DO:Our team of nationally recognized professionals offers complimentary assessments to help clients clarify whether their existing financial plans and strategies are optimized. This analysis includes a thorough cost, risk, and quality evaluation to ensure efficiency. As a former college athlete and now recreational triathlete, I bring the same dedication and strategic approach to my clients' financial journeys, celebrating our joint ventures while preparing for any obstacles that may arise.➤ HOW I DO IT:We believe that coaching is not just for sports but is invaluable in life’s financial aspects. In an industry filled with complexities and opportunities, our clients benefit from our team-based approach to planning. We bring in specialists in tax, private equity, insurance, and estate planning to ensure comprehensive solutions. We develop a values-based written statement that guides our implementation of top-tier technology and professional relationships, creating a solid foundation for achieving financial goals.➤ WHAT MAKES ME DIFFERENT:As independent fiduciaries, we maintain two divisions to cater to specific financial needs: one for individuals with $1-20 million in investable assets and another for those above $20 million. Regardless of the division, all clients have access to the same high-quality portfolio management from our ultra-high net worth team. We recognize each client’s unique "sleep at night" tolerance for risk and avoid a one-size-fits-all approach. ✔ Want To Learn More?:☏ +12165332589✉ dlockman@partnersfingroup.comwww.lockmanfinancial.com Financial Advisor | Wealth Management| Life Insurance

As an independent Wealth advisor, I draw from over two decades of experience in providing value based financial roadmaps. Our team based consultative process will provide planning agnostic guidance in formulating more certainty for the financial goals that our clients are often searching for. Tax efficiency, estate coordination and risk management often allow for more of their hard earned funds to be used both personally and or for charitable causes that are dear to them. I personally welcome those who feel that a plan of action would be more beneficial to meeting financial goals over hoping things will simply turn out for the best.

Columbus, Ohio, Us

Akron, Oh, Us

With an individualized approach, I help to create written plans of action for clients that facilitate disciplined approaches to achieving short to long term financial goals. Our independent platform provides great access to thorough analysis and comprehensive and objective financial guidance. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Insurance products are offered through LPL Financial or its licensed affiliates. The Investment Center at FirstMerit Bank is now part of The Huntington National Bank, which is not a registered broker/dealer. The Investment Center at FirstMerit Bank, now part of The Huntington National Bank is a separate entity from LPL Financial. The investment products sold through LPL Financial are not deposits of The Huntington National Bank and are not FDIC insured. These products are not obligations of The Huntington National Bank and are not endorsed, recommended or guaranteed by The Huntington National Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial representatives associated with this page may only discuss and/transact business withresidents of the following states: AL, FL, GA, IL, NM, OH, PA, SC.

Akron, Oh, Us

With an individualized approach, I helped to create written plans of action for clients that facilitate disciplined approaches to achieving short to long term financial goals. Our independent platform provides great access to thorough analysis and comprehensive and objective financial guidance.Securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the Contact Info. Insurance products are offered through LPL Financial or its licensed affiliates. The Investment Center at FirstMerit Bank is a division of FirstMerit Bank, N.A. which is not a registered broker/dealer. LPL Financial is separately controlled and owned from The Investment Center at FirstMerit Bank and FirstMerit Bank.The investment products sold through LPL Financial are not insured FirstMerit Bank deposits and are not FDIC insured. These products are not obligations of FirstMerit Bank and are not endorsed, recommended or guaranteed by FirstMerit Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial representatives associated with this page may only discuss and/transact business with residents of the following states: FL, GA, IL, NM, OH, PA.

Akron, Oh, Us

Provided clients complete advisory services including both asset accumulation strategies and insurance risk management solutions. This position was also charged with developing a culture of elite financial service consultation throughout a geographic region that consisted of seven offices.

Scottsdale, Az, Us

Company financial planner and Investment advisor representative, offered goal based analysis investment and insurance consultation, products and solutions.

In addition to investment and insurance planning, I had the honor of directing the firm's education and planning solutions for families with special need dependents. In doing so, I coordinated organizational relationships with non profits throughout a six county area, including but not limited to the MRDD, Huntington's Association, CMR, The Alzheimer's Association, United Cerebral Palsy, Cleveland Clinic's Autism School among others.

Bba, Finance

Bachelor Of Business Administration - Bba, Finance, General

Finance, General