Doug Lockwood, CFP®

My passion for helping others achieve their financial dreams led me into this industry, where I could combine my financial knowledge with my desire to make a meaningful difference in people's lives. At Harbor Lights Private Wealth, I serve as Managing Partner, focusing on team leadership, providing business-building guidance to our team members, and working directly with clients to develop financial planning and wealth strategies that help families pursue their goals.

The joy of seeing our clients happy drives everything I do in this business. I specialize in financial planning, customized portfolio strategies, retirement planning, estate and tax planning, and creating tailored strategies specifically designed for high-net-worth families. My approach is built on understanding that each family's situation is unique and requires personalized strategies to pursue their specific objectives.

Growing up in Toms River, New Jersey, shaped my understanding of hard-working, family-oriented communities. I played baseball there from childhood through high school, and being part of a winning team taught me valuable lessons about collaboration and success that I carry into my work with the Harbor Lights Private Wealth team today. That foundation in teamwork continues to influence how I approach both client relationships and team leadership.

Today, I split my time between Naples, Florida, Winhall, Vermont, and the Jersey Shore with my beautiful family. My wife, Chris, and I have been married over 34 years, and we're blessed with three children: Sarah, Collin, and Dylan. Without their love and support, I wouldn't have achieved any success in this business. They provide me with the motivation to serve others and remind me daily why building financial confidence for families matters so much.

When I'm not working with clients or leading our team, I enjoy traveling with my wife and family, golf, fishing, and boating. I hold a BA in Economics and my CFP designation, which support my commitment to providing sophisticated financial guidance to the families we serve.