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Casey S. Lockard

Senior Portfolio Advisor

Scottsdale, AZ | (480) 365-6751

Casey S. Lockard

Expertise

As Senior Portfolio Advisor in our Scottsdale office, Casey specializes in the development and implementation of investment portfolio design to meet the unique goals and needs of high-net worth individuals, business owners, wealthy families and foundations.

Experience

Casey has 35 years of industry experience. Before joining Northern Trust in 2011, he worked in various investment management capacities with Shearson Lehman Brothers, Dean Witter Reynolds, Friedman, Billings, Ramsey Group and Charles Schwab Company.

Community Involvement

Casey is the Board Treasurer for Rotary Club of Scottsdale Sunrise. He is the team lead for the Northern Trust annual month of giving, “Achieving Greater Together”. He has volunteered for make-A-Wish Foundation, Big Brothers and Big Sisters and Habitat for Humanity.

Joined Northern Trust

2011

Education

Casey attended James Madison University where he obtain a Bachelor of Arts Degree.

Credentials

Casey is a Certified Financial Planner and a Certified Private Wealth Advisor.

Scottsdale

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.