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Casey S. Lockard

Senior Portfolio Advisor

Scottsdale, AZ | (480) 365-6700

Casey S. Lockard

Expertise

As Senior Portfolio Manager, Casey provides financial and cash flow planning, investment strategy and portfolio management services based upon the client's unique life goals and needs.

Experience

He has over thirty years industry experience and has worked for Shearson Lehman Brothers, Dean Witter Reynolds and Friedman Billings Ramsey in various investment management capacities.

Community Involvement

Casey is the team lead for the Northern Trust annual United Way Campaign. He has volunteered for Make-A-Wish Foundation, Big Brothers and Big Sisters and Habitat for Humanity.

Joined Northern Trust

2011

Education

Bachelor of Arts degree from James Madison University.

Credentials

Certified Financial Planner. Certified Private Wealth Advisor.

Scottsdale

Cash Services Available | ATM Available*

Allpoint - Surcharge Free**

MoneyPass - Surcharge Free

Visa – Worldwide Locations

14624 North Scottsdale Road

Suite 250

Scottsdale, Arizona 85254

Call: +1- 480-365-6700
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*Account transaction fees apply.
**Some Allpoint ATMs may still display a surcharge screen during your Allpoint ATM transaction. If that happens, simply select “Yes” to accept the surcharge and proceed with your withdrawal. You will not be charged the ATM operator surcharge fee, no fee will be posted on your ATM receipt and a fee will not be deducted from your account.