B.A. Schrock Financial Group
KEITH LOCKWOOD

KEITH LOCKWOOD

Chief Investment Officer, Investment Advisor Representative & Insurance Professional

Keith has over 15 years of experience in investment management, portfolio construction, individual retirement planning, nonprofit retirement planning, business succession planning and estate planning.

He has a strong belief in making a contribution to others and feels an obligation and responsibility to give back. He’s held board positions as the COO/treasurer for The Foundation for Ethics in Financial Education and served on the board for Medina Creative Housing.

Keith joined AXA Advisors as a retirement benefits specialist in 2002 after graduating from Ashland University with a degree in economics and finance. He became a regional vice president in 2008 and earned national awards for his leadership abilities and his team’s accomplishments. He decided to go back into personal practice in 2012.

Keith passed his Series 7, 24, and 66 exams, holds several state life and health licenses and earned the designation of Investment Adviser Representative.

He lives in Wadsworth, Ohio, and has used his knowledge of planned giving strategies to help nonprofit organizations in his personal life. He’s an avid golfer and enjoys all sports, especially basketball.

What to Consider in Your Charitable Giving Plan

What to Consider in Your Charitable Giving Plan

Congratulations! You’ve decided to give to a charitable organization. Charitable giving is a wonderful way to help further causes you are passionate about and feel good while doing it.

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