Stephen Locke ChFC, CLU, CLTC, CFP®
Independent Certified Financial Planner
Steve is a '71 graduate of Virginia Tech. He has been registered with the Securities and Exchange Commission for over 25 years; most of which he provided compliance and oversight as a Regional Manager for Fortis Financial Services’ registered representatives. For several years, Steve developed Continuing Education classes for the state of Virginia and educated insurance agents state wide. Now as Vice President and Independent Advisor Representative with First American National Registered Investment Advisor, Steve enjoys working with and introducing clients to a dozen of the top professional money managers who manage billions of private assets. Steves' knowledge, experience and integrity are exemplified as a Certified Financial Planner with the American College. Steve and his wife Deb have lived in Frederick County for most of 30 years.