Will Locke
Financial Advisor at Wells Fargo Advisors
- Role
- Financial Advisor at Wells Fargo Advisors
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Will Locke
Building relationships with clients is my guiding purpose. As a financial advisor and CERTIFIED FINANCIAL PLANNER® certificate, I strive to support my clients with financial guidance. I keep my professional acumen sharp through my engagement in the Financial Planning Association®. I have 18 years of experience in various areas of financial services and earned an MBA in Business Management. In my down time, I am an active volunteer at Texas School for the Blind and Visually Impaired, and I enjoy running and playing tennis. My wife Erin and I include our dogs Orly and Sadie in our personal lives as we participate in all of the wonderful activities Austin, Texas has to offer. We recently welcomed our first child, Emma, into the world and are excited about the journey ahead! This information is intended for use by residents of AL, AR, CA, CO, FL, GA, ID, IL, MD, ME, MO, NH, NM, NY, OR, TN, TX, VA, and WA only.Please contact me by e-mail at w••••••••@wellsfargo.com. I cannot respond to messages through and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Experience
Financial Advisor
Sep 2018 — Present · Austin, TX, US
Education
St.Edward's University
Bachelor of Business Administration (BBA)
2008 — 2011
St.Edward's University
Master of Business Administration (MBA)
2011 — 2014
The University of Texas at Austin
CFP Certification
2014 — 2016
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