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Audrey  Lockwood

Audrey Lockwood

Financial Planner

What is your favorite movie?

I loved "The Founder" with Michael Keaton. It's the story of Ray Kroc, the man who grew McDonalds into a global food chain. It is one of the best movies about what it takes to build a major company, the persistence -the opening speech extoling "persistence" is worth the entire movie.

When you were a child, what did you want to be when you grew up?

My childhood dream was to be President of the United States. Later I set my sights higher!

 What is your favorite symphony orchestra?

Well, I'm biased. I love the L.A. Phil and the magic of going to Disney Hall to hear them. It is heaven on earth to see Joshua Bell, my favorite violin soloist, in harmony on that fantastic stage.

What is a fun fact about you many people may not know?

I love writing poetry and performing it. Even a visit to the local bank can turn poetic, as I write about the wild parrots on the roof squawking at the humans at the ATM machines below. Banks and parrots, what's not to love?


Audrey Lockwood is a financial professional dedicated to improving the lives of individuals and families through comprehensive financial planning. For more than 30 years, she has been helping clients build, manage and preserve wealth. She built a multi-state practice, working through offices in Southern California to advise clients along the Pacific Coast and in other regions.

Before she became a financial professional, Audrey ran a corporate training program in Asia, owned an international consulting firm, and worked on the U.S. Senate Select Committee on Small Business in Washington D.C. She has been a frequent speaker throughout California, presenting seminars on financial planning and wealth preservation.

Born and raised in Milwaukee, Audrey earned a bachelor's degree in political science with a minor in history from the University of Iowa.

 Audrey is a financial professional by day and a poet at heart. Based on her passion for music and the arts, she supports various educational and charitable causes. Audrey enjoys spending time with friends and family, playing violin, and walking her dog out in nature.