Todd Lockhart

Todd Lockhart - CLU®, ChFC®, CFP®

Financial Services Representative
Financial Planner

150 Charlois Blvd., Suite 310
Winston Salem, NC 27103

Phone: (336)659-6880 ext. 312
Fax: (336)659-6550

  • Registered Representative of MetLife Securities, Inc.
  • Investment Adviser Representative of MetLife Securities, Inc., a registered investment adviser.
  • Registered Representative of MetLife Securities, Inc.

My Mission:

My mission is to help my clients achieve their financial goals and dreams. 

I accomplish this by: 1. gathering data about each goal, 2. analyzing the client's current strategy,  3. identifying problems that may exist with the current strategy and 4. recommending solutions that are prudent for my client and for those that depend on my client.

My desire is to educate my clients through the planning process.  I have found that clients who fully comprehend their situation and their options are more likely to implement strategies that help them achieve their goals and dreams!

Whether you need a comprehensive financial plan or assistance with a few targeted goals that involve growing and/or protecting your wealth, I can help.  Give me a call today so we can get started!

My Qualifications:

*  CERTIFIED FINANCIAL PLANNER(TM)  designation from the Certified Financial Planning Board of  Standards

*  CERTIFIED LICENSED UNDERWRITER® designation from The American College

*  CHARTERED FINANCIAL CONSULTANT® designation from The American College

*  Registered Representative of MetLife Securities, Inc.

*  Investment Advisor Representative of MetLife Securities, Inc.

My Services:

* Financial planning that provides an analysis of topics including not limited to: financial position, risk management, business succession planning, retirement planning, investment planning, estate planning, employer benefits planning and college education funding planning.

Products:

Licensed to sell securities and investment advisory services offered by MetLife Securities, Inc. (MSI)

Licensed to sell life and health Insurance in NC, SC, FL, OH, VA and WV 

Licensed to sell Long Term Care Insurance in NC

Personal:

I have been a resident of the Winston Salem, NC area since December 1994.  I am married with two children.  I enjoy mountain biking, hiking, camping and weight training.