Jef W. Lockman,
CFP®

Jef is a Certified Financial Planner professional with over 30 years of experience advising his clients on pursuing their financial goals while navigating multiple investment cycles. Jef’s education, comprehensive professional credentials and experience enable him to tailor financial strategies that align with each client’s individual needs and unique situation. Jef’s clients know him to be loyal and consistent, using his knowledge and experience to help them live their best lives.

As a Certified Financial Planner professional, Jef has earned the prestigious CFP certification through rigorous educational and examination requirements. The CFP certification is the recognized standard of excellence in personal financial planning and one of the most respected financial planning credentials. CFP professionals complete a rigorous and comprehensive program covering the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance.

Jef holds a B.S. in Management from Clemson University. He has spent his entire career focusing on best serving his clients and their financial goals.

Jef is a firm believer in supporting his local community and has served in many civic and charitable organizations including serving as Commander of the Lake Hartwell Sail and Power Squadron, president of the Greenville Breakfast Rotary Club, and shepherd within his church.

He is married to Angela. They have two wonderful, adult children living in the Greenville area, and both earned their undergraduate degree and MBA from Clemson University. Jef is an excellent cook. He also enjoys the outdoors, often with his family, boating, fly fishing, golfing, gardening, and hunting.