Doug Lockwood, CFP®

Doug Lockwood, CFP®

Partner

Doug Lockwood, Partner of Harbor Lights Financial Group and CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional, has more than 20 years of financial services industry experience and is a well-known, highly regarded professional who has guided employees of numerous Fortune 100 and Fortune 500 companies into retirement.

Doug specializes in developing results-focused plans designed to enable his clients to accumulate, preserve and transfer wealth throughout all market cycles. After gaining a deep, detailed understanding of your investment objectives and unique situation, he implements well-defined strategies utilizing the full resources of one of the nation’s premier financial services firms to help you strive to reach your investment goals in a timely manner.

Doug is an accomplished public speaker and has been a featured guest and provided commentary to prominent financial service media organizations such as Fox News, CNBC, U.S. News & World Report, Kiplinger’s Personal Finance Magazine, MSNBC and the Wall Street Journal online, as well as Investment News and The Asbury Park Press.

His extensive wealth management background and experience has earned him several accolades in the industry. He has been recognized by Barron's as a Top 1,200 Advisor in 2010 research organization that honors the industry’s top financial advisors based on assets under management, quality of practice and philanthropic work. He has also been selected as one of America’s Top 100 Independent Financial Advisors by Barron's in 2010.

Away from the office, Doug teaches Adult Education Finance courses at Bergen Community College and Brookdale Community College in New Jersey. In addition, he is actively involved in the fight against cancer by supporting and donating to organizations that help children and adults through detection and treatment.


Barron’s Top 1,200 Advisors – The rankings are based on data provided by thousands of advisors. Factors included in the ranking were assets under management, revenue produced for the firm, regulatory record, and client retention.

Barron's award - criteria was based on more than 7,000 filtered nominations nationwide from securities firm, banks, independent firms and other, which were narrowed down by quantitative and qualitative criteria as well as by examining assets managed, revenue, industry experience, compliance history and discussion with management. Client portfolio performance was not a criteria. America's Top 100 Independent Advisor Rankings based on assets under management for independent broker/dealer reps only.  The ranking is not indicative of past or future investment performance.

 

Phone (732) 528-4333, x114
Fax (732) 528-4820