Casey S. Lockard

Casey S. Lockard

Senior Portfolio Advisor

Biography
14624 North Scottsdale Road
Suite 250
Scottsdale, AZ 85254
(480) 365-6700
Expertise
As Senior Portfolio Manager, Casey provides financial and cash flow planning, investment strategy and portfolio management services based upon the client's unique life goals and needs.
Experience
He has over thirty years industry experience and has worked for Shearson Lehman Brothers, Dean Witter Reynolds and Friedman Billings Ramsey in various investment management capacities.
Community Involvement
Casey is the team lead for the Northern Trust annual United Way Campaign. He has volunteered for Make-A-Wish Foundation, Big Brothers and Big Sisters and Habitat for Humanity.
Joined Northern Trust
2011
Education
  • Bachelor of Arts degree from James Madison University
Credentials
  • Certified Financial Planner
  • Certified Private Wealth Advisor