Jeffrey Lockway

Background

About Jeffrey Lockway

I am a CERTIFIED FINANCIAL PLANNER practitioner with more than 18 years of experience. Currently I work as an Experience Owner for the 1:1 Relationship Model within Financial Planning and Advice and work to help streamline and improve various business experiences. Before working as an EO at USAA I was a Wealth Manager and enjoyed working with our members to help them in developing personalized financial plans and in simplifying their financial lives. I have significant experience in retirement planning, estate planning and risk management, and have worked comprehensively with our members to help them develop strategies for the four phases of their financial lives: creating and growing wealth, protecting and preserving wealth, planning for distributions during their lifetime, and planning for distributions after their death.Prior to joining USAA I was a Financial Planning Consultant at LPL Financial where I served as a point of contact for advisers on case design and strategy review. I also helped with the creation of various fee based models under LPL’s RIA program. Outside of work I enjoy activities such as sailing, swimming and running. I have also completed the Oceanside and Hawaii 70.3 Ironmans. I have always enjoyed experiencing different cultures through extensive travel experiences and putting my German and French language skills to use