Ben Loughery
FINANCIAL PLANNER, CFP®, CRPC®
ben@lockwealthmanagement.com
404-590-6884
My name is Ben Loughery (pronounced Lockery), and as the founder and managing principal of Lock Wealth Management, I am dedicated to providing relationship-based, personalized guidance to help clients feel confident about their financial future. With over 10 years of investment industry experience working at top investment firms, Capital Group and Invesco, I’ve had the privilege of supporting thousands of investors and financial advisors, from individuals building wealth to those managing substantial portfolios. This journey has given me the insight and expertise to help clients at all stages of their financial journey.
I am a CERTIFIED FINANCIAL PLANNER™ professional, having completed the educational curriculum for this certification through The University of Georgia. I hold a bachelor’s degree in Finance from The University of Dayton. I serve on the board of the Financial Planning Association’s Georgia chapter as the Public Relations Chair and I am a member for the national chapter’s Diversity, Equity, and Inclusion Committee. I also volunteer with them as a pro bono financial planner.
In addition, I am an Eagle Scout and a proud member of Atlanta’s local chapter. In my free time, I enjoy walking the Beltline around Bobby Jones Golf Course, cooking, trying new restaurants, waterskiing and fitness.
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