I provide comprehensive wealth management advice and develop tailored investment management strategies for not-for-profit institutions and foundations. I advise business owners in transition and consulting services as well as wealth management. I also specialize in insurance and estate tax planning.
Doug Lockwood
Wealth Partner
Credent Wealth Management
United States, Indiana, Auburn
About Me
Profile Information
Wealth Partner
Credent Wealth Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Auburn
Indiana
United States
Jul 24, 2024
Work Experience
AMI Investment Managment, Inc.
Portfolio Manager Aug 2000 - Aug 2005
JPMorgan Chase
Officer and VP Corporate Finance Aug 1990 - Aug 2000
Keylinks
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