CoverProfile

Doug Lockwood

Wealth Partner

Credent Wealth Management

United States, Indiana, Auburn

About Me

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.

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

More profiles to browse

Profile Photo
David Hefty
Chief Executive Officer, Co-Founder
SH
Stacy Hefty
President and Co-Founder
Profile Photo
Brian Neal
Financial Advisor and Wealth Partner
Profile Photo
Steve Swicegood
Wealth Manager, Wealth Partner

You Might Like

BM
Ba Minuzzi
Founder & CEO
Umana
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services