Sign In

Crps® Lock Bingham

First Vice President/Investments - Stifel

Professional Background

Lock Bingham is a distinguished financial professional with the prestigious CRPS® (Chartered Retirement Plans Specialist) and CPWA® (Certified Private Wealth Advisor) designations. With a wealth of experience in investment management and financial advisory roles, Lock has adeptly navigated various positions at Stifel Financial Corp., a reputable firm recognized for its comprehensive financial services. Currently serving as the First Vice President of Investments at Stifel, Lock has diligently honed his skills to deliver exceptional value to both individuals and small businesses through a tailored, client-centered financial planning process.

Lock has successfully integrated a self-created strategy that emphasizes understanding the unique financial goals of each client. By meticulously analyzing their risk tolerance and investment timelines, Lock collaborates with clients to create bespoke investment strategies that align with their aspirations. He believes in fostering a culture of open communication, encouraging clients to engage actively in their financial journey. This client-first mentality not only strengthens client relationships but also enhances the overall investment experience.

His career in finance has seen him progress through various key roles at Stifel Financial Corp., where he has continuously contributed to the firm's success. From his beginnings as a Financial Advisor at Sterne Agee to advancing to his current leadership role, Lock has cultivated a formidable foundation of knowledge and expertise in financial advisory and investment management.

Education and Achievements

Lock's academic journey reflects his commitment to excellence and passion for finance and music. He holds a Master of Business Administration (MBA) in Finance from the University of San Francisco, where he developed a deep understanding of financial principles and investment strategies. His educational background is uniquely complemented by a Bachelor of Music, focusing on Music Performance, from Michigan State University. This diverse educational foundation underscores Lock's multifaceted talents, encompassing both analytical financial skills and creative artistry.

In addition to his educational accomplishments, Lock maintains several key licenses that enhance his capabilities as a financial advisor, including the Series 7, Series 63, and Series 65 licenses. These credentials not only attest to his expertise but also ensure that Lock is well-equipped to navigate the complexities of the financial markets and offer astute investment advice to his clients.

Notable Achievements

Throughout his career, Lock has held various influential positions within Stifel Financial Corp., illustrating his ability to ascend within the ranks of the firm. His roles have included:

  • Formerly Vice President/Investments
  • Formerly Associate Vice President/Investments
  • Formerly Financial Advisor

In addition to his tenure at Stifel, Lock has also accrued experience at prestigious financial firms such as Savant Investment Group, LLC, where he served both as a Financial Advisor and an Analyst. His early career included vital experiences as a Research Analyst at American Industrial Partners and as an Intern at the Keiretsu Angel Investor Forum, broadening his understanding of investment strategies across different sectors.

Lock’s commitment to growth is evident in his approach to continual education and improvement. By setting personal goals related to furthering his knowledge and expertise, he remains dedicated to adding value to his client's financial relationships. His diversified financial background allows him to bring a holistic perspective to investment strategies, ensuring that each recommendation is thoughtful and grounded in best practices.

Conclusion

For those looking to pursue their financial goals, Lock Bingham stands as a committed partner in navigating the complexities of personal and small business finance. With a foundation built on comprehensive education, extensive industry experience, and a client-centered philosophy, Lock's capabilities as a financial advisor are paralleled by his passion for helping clients achieve financial success.

To get in touch with Lock and begin your financial journey, feel free to reach out via email at [email protected]. With Lock's rich background in finance and a proactive approach to investment management, clients can expect a rewarding and insightful partnership that prioritizes their unique needs and goals.

Related Questions

How did Lock Bingham develop his unique client-centered process in financial advisory?
What motivated Lock Bingham to pursue both a Master of Business Administration and a Bachelor of Music?
In what ways does Lock Bingham ensure he remains educated and knowledgeable in the ever-changing finance landscape?
What are some of the key investment strategies that Lock Bingham employs to assist his clients?
How has Lock Bingham's career evolved at Stifel Financial Corp. over the years?
Crps® Lock Bingham
Add to my network

Location

San Francisco Bay Area