Todd W. Lockhart

Domicile State: NC

Todd has been in the financial services industry since 2001.  He attended Virginia Tech earning a Bachelor of Science Degree in Finance.

Todd is a CERTIFIED FINANCIAL PLANNER Professional ™.  Through sound financial analysis, Todd is able to help his clients develop a financial strategy that helps them achieve better financial outcomes with their lifetime and legacy goals.  Todd focuses on bringing these strategies to business owners, executives, individuals and families who have financial analysis, wealth management and income/asset protection needs.    

Todd resides in the Winston-Salem area with his wife and two sons.  He enjoys mountain biking, camping, hiking, and most importantly, spending time with his family and friends.




Phone (336) 971-3443
Mobile Phone (336) 971-3443