Wayne L. Locke,  CFP<sup>&reg;</sup> - Financial Advisor

Wayne L. Locke, CFP®

Prospect Hill Advisors

39 Fox Ridge Drive
New Milford, CT 06776
(203) 903-9723

General

Wayne Locke is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Prospect Hill Advisors in New Milford, CT and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CT
  • Health/disability insurance: CT
  • Property/casualty: CT
  • Fixed annuities: CT
  • Variable annuities: CT

Broker-Dealer Affiliation

Cetera Financial Group

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Insurance, Job Loss, Life Planning, Retirement, Succession Planning, Long-term Care, Sudden Wealth

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