About David Lockey

Mr. Lockey has 15 years of experience in the investment industry as a registered representative and an investment advisor representative.  He began his career with UBS PaineWebber in Boston, before transitioning to H&R Block Financial Advisors.  After moving to Dallas years later, he moved onto JPMorgan Chase and Edward Jones before founding Lockey Wealth Management in 2012.  

 

Mr. Lockey focuses his practice on providing sound investment and financial advice to his clients in the area of retirement planning, asset allocation, investment management, and long-term wealth preservation.  

 

Mr. Lockey recieved a Bachelor of Arts degree from the College of the Holy Cross in Worcester, MA, majoring in economics. While at Holy Cross Mr. Lockey was a four time letter winner and starter on the Division I football team. During his investment career he has also achieved the Accredited Asset Management Specialist designation from the College for Financial Planning.

 

Outside of his practice, Mr. Lockey has served the board of several non-profit organizations, providing financial guidance.  He also volunteers his leadership as a youth coach for soccer, basketball, baseball and football, as well as serving as Cub Scouts Leader.  

 

Mr. Lockey and his wife live in Carrollton, TX  with their 3 children.