Michael Lockhart

Background

About Michael Lockhart

My mission is to positively affect the lives of people I come in contact with whether it be through a smile, a laugh, or by guiding a family to help achieve their financial dreams. My strength is the ability to discern what clients are really saying about their financial and life priorities."I lead an experienced team of professionals at Morgan Stanley with my partner and wife, Linda Sanders and our team, The Lockhart Sanders Group has more than 100 years of combined experience.* Having obtained the Certified Investment Management Analyst® (CIMA®) designation, and combined with Linda's CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, we are well positioned to plan for your financial goals and objectives". Prior to joining Morgan Stanley Wealth Management, I was working with some of the largest hedge fund and trading accounts on Wall Street, I was exposed to a high-level of financial intellect and learned what moves smart money. I bring this wealth of knowledge and experience to the clients we serve today. We focus on addressing the needs of today's affluent investor. It is with a complete analysis of each client's set of goals and circumstances, that we're able to offer specific planning and financial recommendations. Frequent review sessions allow us to oversee progress and when necessary, adjust investment strategies to best position clients for their future. The partnership with my wife Linda has complemented our team's approach to wealth management planning. As a married couple, we're positioned to understand the psychology of marriage and the affects poor money decisions can have on a family. We feel that financial well-being is second in importance only to health and family. I am also a limited partner in Vascular Simulations LLC, a medical device company changing the way doctors train for endovascular surgery.