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Brandon R. Lockwood, CWS®

Founder and President
Certified Wealth Strategist®

Brandon Lockwood is the President and Founder of Lockwood Wealth Strategies, LLC. He has an extensive background in comprehensive wealth management with depth in retirement income planning and risk management. He is focused on delivering sound financial solutions and maintaining strong personal relationships with his clients. He has over 20 years of experience in the financial services industry working in many different areas of expertise from operations at large broker dealers, investment committees, national auditing, executive boards, and compliance.

He earned a Bachelor of Business Administration degree in Finance from Stephen F. Austin State University and carries a Certified Wealth Strategist (CWS) designation he earned from Cannon Financial Institute. His CWS designation provides additional practice management tools for the unique challenges higher net worth clients regularly face.

In his spare time, he relishes time with his family – wife, Cristina and their wonderful children Evan, Abigail, and Nathan. He is an avid runner, loves all things sports – especially football and golf. He coaches his sons’ soccer teams and always cheers loudly at all his daughter’s gymnastic meets. When he has down time, he likes reading biographies and watching comedies.

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